Wealthspire Advisors (New York)’s iShares Russell 1000 ETF IWB Stock Holding History

Wealthspire Advisors (New York)’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	$29.5M	Sell	82,761 -7,557	-8%	-$2.82M	0.23%	65
2025 Q4	$33.7M	Sell	90,318 -84,108	-48%	-$31.2M	0.27%	58
2025 Q3	$63.7M	Sell	174,426 -1,494	-0.8%	-$526K	0.33%	42
2025 Q2	$59.7M	Buy	175,920 +2,042	+1%	+$641K	0.34%	44
2025 Q1	$53.3M	Buy	173,878 +77,997	+81%	+$25.2M	0.32%	46
2024 Q4	$30.9M	Buy	95,881 +12	+0%	+$3.89K	0.31%	52
2024 Q3	$30.1M	Buy	95,869 +57,070	+147%	+$17.3M	0.31%	52
2024 Q2	$11.5M	Sell	38,799 -2,123	-5%	-$610K	0.15%	71
2024 Q1	$11.8M	Sell	40,922 -117	-0.3%	-$32.1K	0.16%	65
2023 Q4	$10.8M	Sell	41,039 -1,932	-4%	-$473K	0.15%	65
2023 Q3	$10.1M	Buy	42,971 +102	+0.2%	+$25K	0.17%	62
2023 Q2	$10.4M	Sell	42,869 -1,867	-4%	-$430K	0.17%	64
2023 Q1	$10.1M	Sell	44,736 -134	-0.3%	-$29.5K	0.17%	65
2022 Q4	$9.45M	Sell	44,870 -2,741	-6%	-$580K	0.17%	71
2022 Q3	$9.39M	Buy	47,611 +19,979	+72%	+$4.38M	0.2%	66
2022 Q2	$5.74M	Buy	27,632 +64	+0.2%	+$14.5K	0.12%	78
2022 Q1	$6.89M	Buy	27,568 +7,691	+39%	+$1.9M	0.16%	60
2021 Q4	$5.26M	Sell	19,877 -700	-3%	-$180K	0.12%	79
2021 Q3	$4.97M	Sell	20,577 -4,301	-17%	-$1.07M	0.1%	96
2021 Q2	$6.02M	Sell	24,878 -2,921	-11%	-$688K	0.16%	62
2021 Q1	$6.22M	Buy	27,799 +2,034	+8%	+$445K	0.15%	80
2020 Q4	$5.46M	Buy	+25,765	New	+$5.14M	0.16%	73
2020 Q2	–	Sell	-18,527	Closed	-$2.62M	–	406
2020 Q1	$2.62M	Buy	+18,527	New	+$3.13M	0.11%	105

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s IWB Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Russell 1000 ETF (IWB) stake by 8.4% in Q1 2026, selling an estimated $2.82M and leaving 82,761 shares worth $29.5M. The position accounts for 0.23% of the portfolio, ranked #65.

Wealthspire Advisors (New York) first reported a position in IWB in Q1 2020 and has held it in 23 quarters since. The position peaked at $63.7M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Wealthspire Advisors (New York) held 82,761 shares of iShares Russell 1000 ETF worth $29.5M as of Q1 2026.
Wealthspire Advisors (New York) sold 7,557 iShares Russell 1000 ETF shares in Q1 2026, an estimated $2.82M.
iShares Russell 1000 ETF made up 0.23% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #65 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 23 quarters since.
Wealthspire Advisors (New York)'s iShares Russell 1000 ETF position peaked at $63.7M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.