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Wedbush Securities’s iShares Russell 1000 ETF IWB Stock Holding History

Wedbush Securities’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 		$480K Sell
1,171
-32
-3% -$12.7K 0.01% 739
2026
Q1 		$429K Sell
1,203
-14
-1% -$5.22K 0.01% 733
2025
Q4 		$454K Buy
1,217
+130
+12% +$48.2K 0.01% 713
2025
Q3 		$397K Sell
1,087
-316
-23% -$111K 0.01% 745
2025
Q2 		$476K Buy
1,403
+224
+19% +$70.3K 0.02% 646
2025
Q1 		$362K Hold
1,179
– – 0.01% 729
2024
Q4 		$380K Buy
1,179
+132
+13% +$42.8K 0.01% 711
2024
Q3 		$329K Sell
1,047
-42
-4% -$12.7K 0.01% 777
2024
Q2 		$324K Sell
1,089
-58
-5% -$16.7K 0.01% 827
2024
Q1 		$330K Sell
1,147
-28
-2% -$7.67K 0.01% 825
2023
Q4 		$308K Buy
1,175
+103
+10% +$25.2K 0.01% 753
2023
Q3 		$252K Buy
1,072
+32
+3% +$7.83K 0.01% 808
2023
Q2 		$253K Hold
1,040
– – 0.01% 831
2023
Q1 		$234K Buy
1,040
+43
+4% +$9.46K 0.01% 864
2022
Q4 		$210K Sell
997
-58
-5% -$12.3K 0.01% 892
2022
Q3 		$208K Hold
1,055
– – 0.01% 885
2022
Q2 		$219K Hold
1,055
– – 0.01% 898
2022
Q1 		$264K Sell
1,055
-932
-47% -$230K 0.01% 857
2021
Q4 		$526K Hold
1,987
– – 0.02% 603
2021
Q3 		$480K Hold
1,987
– – 0.02% 633
2021
Q2 		$481K Buy
1,987
+336
+20% +$79.2K 0.02% 644
2021
Q1 		$370K Hold
1,651
– – 0.02% 706
2020
Q4 		$350K Buy
+1,651
New +$330K 0.03% 583

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

Wedbush Securities's IWB Position: Q2 2026 in Review

Wedbush Securities reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q2 2026, selling an estimated $12.7K and leaving 1,171 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #739.

Wedbush Securities first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $526K in Q4 2021. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Wedbush Securities held 1,171 shares of iShares Russell 1000 ETF worth $480K as of Q2 2026.
  • Wedbush Securities sold 32 iShares Russell 1000 ETF shares in Q2 2026, an estimated $12.7K.
  • iShares Russell 1000 ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #739 holding.
  • Wedbush Securities first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Wedbush Securities's iShares Russell 1000 ETF position peaked at $526K in Q4 2021.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.