WealthTrust Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

WealthTrust Asset Management’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	$6.25M	Sell	17,531 -12	-0.1%	-$4.47K	3.73%	5
2025 Q4	$6.55M	Buy	17,543 +2,735	+18%	+$1.01M	4.58%	2
2025 Q3	$5.41M	Sell	14,808 -929	-6%	-$327K	3.75%	4
2025 Q2	$5.34M	Buy	15,737 +6,031	+62%	+$1.89M	4%	4
2025 Q1	$2.98M	Buy	9,706 +2,589	+36%	+$837K	2.21%	10
2024 Q4	$2.29M	Buy	7,117 +2,250	+46%	+$729K	1.65%	16
2024 Q3	$1.53M	Buy	4,867 +1,601	+49%	+$485K	1.14%	21
2024 Q2	$972K	Buy	+3,266	New	+$938K	0.71%	37

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

WealthTrust Asset Management's IWB Position: Q1 2026 in Review

WealthTrust Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.07% in Q1 2026, selling an estimated $4.47K and leaving 17,531 shares worth $6.25M. The position accounts for 3.73% of the portfolio, ranked #5.

WealthTrust Asset Management first reported a position in IWB in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.55M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

WealthTrust Asset Management held 17,531 shares of iShares Russell 1000 ETF worth $6.25M as of Q1 2026.
WealthTrust Asset Management sold 12 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.47K.
iShares Russell 1000 ETF made up 3.73% of WealthTrust Asset Management's portfolio in Q1 2026, its #5 holding.
WealthTrust Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 8 quarters since.
WealthTrust Asset Management's iShares Russell 1000 ETF position peaked at $6.55M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.