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 Q2	$59.4M	Buy	145,102 +62,341	+75%	+$24.7M	0.33%	58
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s IWB Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Russell 1000 ETF (IWB) stake by 75% in Q2 2026, buying an estimated $24.7M and bringing the position to 145,102 shares worth $59.4M. The position accounts for 0.33% of the portfolio, ranked #58.

Wealthspire Advisors (New York) first reported a position in IWB in Q1 2020 and has held it in 24 quarters since. The position peaked at $63.7M in Q3 2025. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Wealthspire Advisors (New York) held 145,102 shares of iShares Russell 1000 ETF worth $59.4M as of Q2 2026.
Wealthspire Advisors (New York) bought 62,341 iShares Russell 1000 ETF shares in Q2 2026, an estimated $24.7M.
iShares Russell 1000 ETF made up 0.33% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #58 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s iShares Russell 1000 ETF position peaked at $63.7M in Q3 2025.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.