WE
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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
Q2 		$296K Hold
723
– – 0.08% 192
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Effects's IWB Position: Q2 2026 in Review

Wealth Effects held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 723 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #192.

Wealth Effects first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Wealth Effects held 723 shares of iShares Russell 1000 ETF worth $296K as of Q2 2026.
  • Wealth Effects left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.08% of Wealth Effects's portfolio in Q2 2026, its #192 holding.
  • Wealth Effects first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.