WFAG
IWB icon

Wescott Financial Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Wescott Financial Advisory Group’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 		$30.9M Sell
86,531
-863
-1% -$322K 2.7% 10
2025
Q4 		$32.6M Sell
87,394
-1,109
-1% -$411K 2.85% 10
2025
Q3 		$32.3M Sell
88,503
-952
-1% -$335K 2.9% 10
2025
Q2 		$30.4M Sell
89,455
-1,060
-1% -$333K 2.91% 10
2025
Q1 		$27.8M Sell
90,515
-3,394
-4% -$1.1M 2.88% 10
2024
Q4 		$30.3M Sell
93,909
-1,337
-1% -$433K 3.14% 10
2024
Q3 		$29.9M Sell
95,246
-2,198
-2% -$666K 3.22% 10
2024
Q2 		$29M Sell
97,444
-4,364
-4% -$1.25M 3.37% 9
2024
Q1 		$29.3M Sell
101,808
-5,234
-5% -$1.43M 3.65% 9
2023
Q4 		$28.1M Sell
107,042
-747
-0.7% -$183K 3.93% 8
2023
Q3 		$25.3M Sell
107,789
-3,120
-3% -$764K 4.63% 5
2023
Q2 		$27M Sell
110,909
-320
-0.3% -$73.7K 4.78% 5
2023
Q1 		$25.1M Sell
111,229
-1,955
-2% -$430K 5.44% 5
2022
Q4 		$23.8M Sell
113,184
-707
-0.6% -$150K 5.14% 6
2022
Q3 		$22.5M Sell
113,891
-857
-0.7% -$188K 6.26% 5
2022
Q2 		$23.8M Sell
114,748
-448
-0.4% -$101K 6.47% 5
2022
Q1 		$28.8M Sell
115,196
-815
-0.7% -$201K 7.42% 4
2021
Q4 		$30.7M Sell
116,011
-934
-0.8% -$240K 15.8% 3
2021
Q3 		$28.3M Sell
116,945
-739
-0.6% -$184K 15.99% 3
2021
Q2 		$29.1M Sell
117,684
-2,383
-2% -$561K 17.16% 3
2021
Q1 		$26.9M Sell
120,067
-191
-0.2% -$41.8K 17.44% 3
2020
Q4 		$25.5M Buy
+120,258
New +$24M 17.89% 3

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wescott Financial Advisory Group's IWB Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.99% in Q1 2026, selling an estimated $322K and leaving 86,531 shares worth $30.9M. The position accounts for 2.7% of the portfolio, ranked #10.

Wescott Financial Advisory Group first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $32.6M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Wescott Financial Advisory Group held 86,531 shares of iShares Russell 1000 ETF worth $30.9M as of Q1 2026.
  • Wescott Financial Advisory Group sold 863 iShares Russell 1000 ETF shares in Q1 2026, an estimated $322K.
  • iShares Russell 1000 ETF made up 2.7% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Wescott Financial Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's iShares Russell 1000 ETF position peaked at $32.6M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.