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

Wealth Quarterback’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 		$207K Buy
+505
New +$200K 0.06% 165
2020
Q2 		– Sell
-213
Closed -$30.2K – 430
2020
Q1 		$30.2K Buy
213
+1
+0.5% +$169 0.03% 281
2019
Q4 		$37.8K Buy
+212
New +$36.2K 0.03% 275

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 Quarterback's IWB Position: Q2 2026 in Review

Wealth Quarterback opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 505 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #165 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in IWB as recently as Q1 2020.

Wealth Quarterback first reported a position in IWB in Q4 2019 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Wealth Quarterback held 505 shares of iShares Russell 1000 ETF worth $207K as of Q2 2026.
  • iShares Russell 1000 ETF was a new Wealth Quarterback position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.06% of Wealth Quarterback's portfolio in Q2 2026, its #165 holding.
  • Wealth Quarterback first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 3 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.