Wealthcare Advisory Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.9M | Sell |
46,059
-1,369
| -3% | -$543K | 0.36% | 56 |
|
|
2026
Q1 | $16.9M | Buy |
47,428
+2,961
| +7% | +$1.1M | 0.33% | 65 |
|
|
2025
Q4 | $16.6M | Sell |
44,467
-575
| -1% | -$213K | 0.33% | 62 |
|
|
2025
Q3 | $16.5M | Sell |
45,042
-1,107
| -2% | -$390K | 0.34% | 56 |
|
|
2025
Q2 | $15.7M | Buy |
46,149
+6,639
| +17% | +$2.08M | 0.36% | 57 |
|
|
2025
Q1 | $12.1M | Buy |
39,510
+12,856
| +48% | +$4.16M | 0.33% | 64 |
|
|
2024
Q4 | $8.59M | Sell |
26,654
-1,158
| -4% | -$375K | 0.24% | 82 |
|
|
2024
Q3 | $8.74M | Sell |
27,812
-355
| -1% | -$108K | 0.25% | 80 |
|
|
2024
Q2 | $8.38M | Sell |
28,167
-1,877
| -6% | -$539K | 0.26% | 71 |
|
|
2024
Q1 | $8.65M | Sell |
30,044
-2
| -0% | -$548 | 0.28% | 64 |
|
|
2023
Q4 | $7.88M | Buy |
30,046
+13,200
| +78% | +$3.23M | 0.31% | 61 |
|
|
2023
Q3 | $3.96M | Sell |
16,846
-3,612
| -18% | -$884K | 0.18% | 95 |
|
|
2023
Q2 | $4.99M | Sell |
20,458
-4,497
| -18% | -$1.04M | 0.22% | 80 |
|
|
2023
Q1 | $5.62M | Sell |
24,955
-13,841
| -36% | -$3.05M | 0.24% | 78 |
|
|
2022
Q4 | $8.17M | Sell |
38,796
-33,918
| -47% | -$7.18M | 0.39% | 52 |
|
|
2022
Q3 | $14.3M | Buy |
72,714
+70,840
| +3,780% | +$15.5M | 0.82% | 26 |
|
|
2022
Q2 | $389K | Buy |
1,874
+1,021
| +120% | +$231K | 0.02% | 379 |
|
|
2022
Q1 | $213K | Sell |
853
-807
| -49% | -$199K | 0.01% | 506 |
|
|
2021
Q4 | $439K | Buy |
1,660
+317
| +24% | +$81.6K | 0.03% | 339 |
|
|
2021
Q3 | $325K | Buy |
1,343
+60
| +5% | +$14.9K | 0.02% | 395 |
|
|
2021
Q2 | $311K | Buy |
1,283
+763
| +147% | +$180K | 0.02% | 417 |
|
|
2021
Q1 | $116K | Buy |
+520
| New | +$114K | 0.01% | 627 |
|
|
2020
Q2 | – | Sell |
-618
| Closed | -$87K | – | 863 |
|
|
2020
Q1 | $87K | Buy |
618
+347
| +128% | +$58.7K | 0.01% | 401 |
|
|
2019
Q4 | $48K | Hold |
271
| – | – | 0.01% | 557 |
|
|
2019
Q3 | $45K | Hold |
271
| – | – | 0.01% | 558 |
|
|
2019
Q2 | $44K | Hold |
271
| – | – | 0.01% | 539 |
|
|
2019
Q1 | $43K | Hold |
271
| – | – | 0.01% | 496 |
|
|
2018
Q4 | $38K | Hold |
271
| – | – | 0.01% | 487 |
|
|
2018
Q3 | $44K | Buy |
271
+171
| +171% | +$27.1K | 0.01% | 499 |
|
|
2018
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 737 |
|
|
2018
Q1 | $15K | Hold |
100
| – | – | ﹤0.01% | 647 |
|
|
2017
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 592 |
|
|
2017
Q3 | $14K | Buy |
+100
| New | +$13.7K | ﹤0.01% | 484 |
|
Other funds holding IWB
Wealthcare Advisory Partners's IWB Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q2 2026, selling an estimated $543K and leaving 46,059 shares worth $18.9M. The position accounts for 0.36% of the portfolio, ranked #56.
Wealthcare Advisory Partners first reported a position in IWB in Q3 2017 and has held it in 33 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Wealthcare Advisory Partners held 46,059 shares of iShares Russell 1000 ETF worth $18.9M as of Q2 2026.
- Wealthcare Advisory Partners sold 1,369 iShares Russell 1000 ETF shares in Q2 2026, an estimated $543K.
- iShares Russell 1000 ETF made up 0.36% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #56 holding.
- Wealthcare Advisory Partners first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 33 quarters since.
- 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.