Wealth Effects’s iShares Russell 1000 ETF IWB Stock Holding History

Wealth Effects’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Hold	723	–	–	0.09%	182
2025 Q4	$270K	Hold	723	–	–	0.08%	163
2025 Q3	$264K	Hold	723	–	–	0.09%	174
2025 Q2	$246K	Hold	723	–	–	0.09%	174
2025 Q1	$222K	Hold	723	–	–	0.09%	171
2024 Q4	$233K	Hold	723	–	–	0.08%	186
2024 Q3	$227K	Hold	723	–	–	0.08%	183
2024 Q2	$215K	Hold	723	–	–	0.08%	183
2024 Q1	$208K	Buy	+723	New	+$198K	0.08%	195

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wealth Effects's IWB Position: Q1 2026 in Review

Wealth Effects held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 723 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #182.

Wealth Effects first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $270K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Wealth Effects held 723 shares of iShares Russell 1000 ETF worth $258K as of Q1 2026.
Wealth Effects left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.09% of Wealth Effects's portfolio in Q1 2026, its #182 holding.
Wealth Effects first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Wealth Effects's iShares Russell 1000 ETF position peaked at $270K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.