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

WealthShield 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 		$68.4K Sell
167
-206
-55% -$81.6K 0.01% 277
2026
Q1 		$133K Sell
373
-2,779
-88% -$1.04M 0.01% 381
2025
Q4 		$1.18M Buy
3,152
+2,640
+516% +$978K 0.13% 163
2025
Q3 		$187K Buy
512
+179
+54% +$63K 0.02% 349
2025
Q2 		$113K Buy
333
+166
+99% +$52.1K 0.01% 367
2025
Q1 		$51.2K Sell
167
-1,600
-91% -$517K 0.01% 413
2024
Q4 		$569K Buy
1,767
+1,600
+958% +$518K 0.08% 202
2024
Q3 		$52.5K Buy
167
+142
+568% +$43K 0.01% 385
2024
Q2 		$7.44K Hold
25
– – ﹤0.01% 433
2024
Q1 		$7.2K Sell
25
-418
-94% -$115K ﹤0.01% 434
2023
Q4 		$116K Buy
443
+327
+282% +$80.1K 0.02% 312
2023
Q3 		$27.4K Sell
116
-29
-20% -$7.1K ﹤0.01% 399
2023
Q2 		$35.3K Sell
145
-23
-14% -$5.3K 0.01% 399
2023
Q1 		$37.8K Sell
168
-4,081
-96% -$898K 0.01% 392
2022
Q4 		$894K Buy
+4,249
New +$899K 0.17% 139
2021
Q3 		– Sell
-12,171
Closed -$2.95M – 483
2021
Q2 		$2.95M Hold
12,171
– – 0.46% 52
2021
Q1 		$2.72M Buy
+12,171
New +$2.66M 0.49% 60
2020
Q4 		– Sell
-25
Closed -$5K – 345
2020
Q3 		$5K Hold
25
– – ﹤0.01% 362
2020
Q2 		$4K Hold
25
– – ﹤0.01% 308
2020
Q1 		$4K Hold
25
– – ﹤0.01% 245
2019
Q4 		$4K Buy
+25
New +$4.27K ﹤0.01% 261
2019
Q1 		– Sell
-100
Closed -$14K – 279
2018
Q4 		$14K Buy
100
+4
+4% +$598 0.01% 196
2018
Q3 		$16K Sell
96
-200
-68% -$31.7K 0.01% 198
2018
Q2 		$45K Buy
296
+96
+48% +$14.5K 0.03% 159
2018
Q1 		$29K Sell
200
-49
-20% -$7.45K 0.02% 169
2017
Q4 		$37K Buy
+249
New +$36.1K 0.02% 159

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

WealthShield Partners's IWB Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Russell 1000 ETF (IWB) stake by 55% in Q2 2026, selling an estimated $81.6K and leaving 167 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #277.

WealthShield Partners first reported a position in IWB in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.95M in Q2 2021. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • WealthShield Partners held 167 shares of iShares Russell 1000 ETF worth $68.4K as of Q2 2026.
  • WealthShield Partners sold 206 iShares Russell 1000 ETF shares in Q2 2026, an estimated $81.6K.
  • iShares Russell 1000 ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #277 holding.
  • WealthShield Partners first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 26 quarters since.
  • WealthShield Partners's iShares Russell 1000 ETF position peaked at $2.95M in Q2 2021.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.