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Wellspring Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Wellspring Financial Advisors’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 		$478K Buy
1,167
+2
+0.2% +$793 0.03% 171
2026
Q1 		$415K Buy
1,165
+3
+0.3% +$1.12K 0.03% 177
2025
Q4 		$434K Buy
1,162
+3
+0.3% +$1.11K 0.03% 157
2025
Q3 		$424K Sell
1,159
-113
-9% -$39.8K 0.04% 99
2025
Q2 		$432K Buy
1,272
+3
+0.2% +$942 0.04% 91
2025
Q1 		$389K Buy
1,269
+2
+0.2% +$647 0.04% 81
2024
Q4 		$408K Buy
1,267
+4
+0.3% +$1.3K 0.04% 87
2024
Q3 		$397K Buy
1,263
+3
+0.2% +$909 0.05% 96
2024
Q2 		$375K Buy
1,260
+3
+0.2% +$861 0.05% 96
2024
Q1 		$362K Buy
1,257
+224
+22% +$61.4K 0.06% 89
2023
Q4 		$271K Buy
1,033
+8
+0.8% +$1.96K 0.07% 101
2023
Q3 		$241K Hold
1,025
– – 0.07% 99
2023
Q2 		$250K Buy
1,025
+3
+0.3% +$691 0.07% 89
2023
Q1 		$230K Buy
1,022
+4
+0.4% +$880 0.07% 100
2022
Q4 		$214K Buy
1,018
+4
+0.4% +$847 0.07% 99
2022
Q3 		$200K Buy
1,014
+5
+0.5% +$1.1K 0.07% 80
2022
Q2 		$210K Hold
1,009
– – 0.07% 81
2022
Q1 		$252K Buy
1,009
+3
+0.3% +$741 0.07% 79
2021
Q4 		$266K Buy
1,006
+3
+0.3% +$772 0.07% 80
2021
Q3 		$242K Buy
1,003
+3
+0.3% +$746 0.07% 86
2021
Q2 		$242K Buy
+1,000
New +$236K 0.08% 82
2021
Q1 		– Sell
-994
Closed -$211K – 99
2020
Q4 		$211K Buy
+994
New +$198K 0.07% 86

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

Wellspring Financial Advisors's IWB Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, buying an estimated $793 and bringing the position to 1,167 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #171.

Wellspring Financial Advisors first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Wellspring Financial Advisors held 1,167 shares of iShares Russell 1000 ETF worth $478K as of Q2 2026.
  • Wellspring Financial Advisors bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
  • iShares Russell 1000 ETF made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #171 holding.
  • Wellspring Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.