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WealthPLAN Partners’s iShares Russell 1000 ETF IWB Stock Holding History

WealthPLAN 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
Q1 		– Sell
-1,542
Closed -$576K – 236
2025
Q4 		$576K Hold
1,542
– – 0.09% 167
2025
Q3 		$564K Hold
1,542
– – 0.08% 165
2025
Q2 		$524K Sell
1,542
-76
-5% -$23.9K 0.08% 166
2025
Q1 		$496K Hold
1,618
– – 0.07% 168
2024
Q4 		$521K Sell
1,618
-35
-2% -$11.3K 0.07% 168
2024
Q3 		$520K Sell
1,653
-50
-3% -$15.1K 0.07% 178
2024
Q2 		$507K Buy
1,703
+35
+2% +$10K 0.05% 206
2024
Q1 		$480K Hold
1,668
– – 0.05% 208
2023
Q4 		$437K Hold
1,668
– – 0.05% 230
2023
Q3 		$392K Hold
1,668
– – 0.05% 234
2023
Q2 		$407K Sell
1,668
-242
-13% -$55.7K 0.06% 213
2023
Q1 		$430K Buy
1,910
+368
+24% +$81K 0.05% 216
2022
Q4 		$351K Buy
+1,542
New +$326K 0.02% 294
2022
Q1 		$351K Hold
1,542
– – 0.02% 297
2021
Q4 		$385K Hold
1,542
– – 0.03% 285
2021
Q3 		$403K Buy
+1,542
New +$383K 0.03% 280
2016
Q3 		$105K Sell
877
-641
-42% -$77K 0.03% 229
2016
Q2 		$38.8K Buy
+1,518
New +$175K 0.01% 1038
2015
Q4 		$25.8K Buy
+228
New +$26.1K ﹤0.01% 822

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 29.2% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

WealthPLAN Partners's IWB Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 1,542 shares — an estimated $576K sold.

WealthPLAN Partners first reported a position in IWB in Q4 2015 and held it in 19 quarters. The position peaked at $576K in Q4 2025. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • WealthPLAN Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 1,542 iShares Russell 1000 ETF shares in Q1 2026, an estimated $576K.
  • WealthPLAN Partners first reported a position in iShares Russell 1000 ETF in Q4 2015 and held it in 19 quarters.
  • WealthPLAN Partners's iShares Russell 1000 ETF position peaked at $576K in Q4 2025.
  • 1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.