Werba Rubin Papier Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Werba Rubin Papier Wealth 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	$302K	Buy	848 +2	+0.2%	+$745	0.04%	197
2025 Q4	$316K	Buy	846 +2	+0.2%	+$741	0.09%	146
2025 Q3	$308K	Buy	844 +3	+0.4%	+$1.06K	0.05%	166
2025 Q2	$286K	Sell	841 -40	-5%	-$12.6K	0.05%	162
2025 Q1	$270K	Buy	881 +2	+0.2%	+$647	0.06%	139
2024 Q4	$283K	Hold	879	–	–	0.07%	142
2024 Q3	$276K	Buy	+879	New	+$266K	0.06%	136
2024 Q2	–	Sell	-889	Closed	-$256K	–	175
2024 Q1	$256K	Sell	889 -27	-3%	-$7.4K	0.07%	118
2023 Q4	$240K	Hold	916	–	–	0.08%	96
2023 Q3	$216K	Sell	916 -25	-3%	-$6.12K	0.08%	107
2023 Q2	$229K	Sell	941 -44	-4%	-$10.1K	0.08%	102
2023 Q1	$222K	Hold	985	–	–	0.09%	93
2022 Q4	$207K	Buy	+985	New	+$209K	0.09%	94

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

Werba Rubin Papier Wealth Management's IWB Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.24% in Q1 2026, buying an estimated $745 and bringing the position to 848 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #197.

Werba Rubin Papier Wealth Management first reported a position in IWB in Q4 2022 and has held it in 13 quarters since. The position peaked at $316K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Werba Rubin Papier Wealth Management held 848 shares of iShares Russell 1000 ETF worth $302K as of Q1 2026.
Werba Rubin Papier Wealth Management bought 2 iShares Russell 1000 ETF shares in Q1 2026, an estimated $745.
iShares Russell 1000 ETF made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #197 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 13 quarters since.
Werba Rubin Papier Wealth Management's iShares Russell 1000 ETF position peaked at $316K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.