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Wealthcare Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Wealthcare Capital Partners’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 		$730K Buy
1,783
+424
+31% +$168K 0.3% 68
2026
Q1 		$485K Buy
1,359
+595
+78% +$222K 0.23% 89
2025
Q4 		$285K Sell
764
-2
-0.3% -$741 0.13% 119
2025
Q3 		$280K Sell
766
-50
-6% -$17.6K 0.13% 123
2025
Q2 		$277K Buy
+816
New +$256K 0.14% 117

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 22.9% 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

Wealthcare Capital Partners's IWB Position: Q2 2026 in Review

Wealthcare Capital Partners increased its iShares Russell 1000 ETF (IWB) stake by 31% in Q2 2026, buying an estimated $168K and bringing the position to 1,783 shares worth $730K. The position accounts for 0.3% of the portfolio, ranked #68.

Wealthcare Capital Partners first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Wealthcare Capital Partners held 1,783 shares of iShares Russell 1000 ETF worth $730K as of Q2 2026.
  • Wealthcare Capital Partners bought 424 iShares Russell 1000 ETF shares in Q2 2026, an estimated $168K.
  • iShares Russell 1000 ETF made up 0.3% of Wealthcare Capital Partners's portfolio in Q2 2026, its #68 holding.
  • Wealthcare Capital Partners first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.