WestEnd Advisors
IWB icon

WestEnd Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

WestEnd 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
Q3 		$390K Sell
938
-107
-10% -$44.5K 0.01% 51
2026
Q2 		$428K Sell
1,045
-10
-0.9% -$3.96K 0.01% 48
2026
Q1 		$376K Sell
1,055
-113
-10% -$42.1K 0.01% 44
2025
Q4 		$436K Buy
1,168
+271
+30% +$100K 0.01% 45
2025
Q3 		$328K Sell
897
-287
-24% -$101K 0.01% 43
2025
Q2 		$402K Buy
1,184
+196
+20% +$61.5K 0.01% 41
2025
Q1 		$303K Sell
988
-57
-5% -$18.4K 0.01% 45
2024
Q4 		$337K Buy
1,045
+264
+34% +$85.5K 0.01% 47
2024
Q3 		$246K Buy
781
+183
+31% +$55.4K 0.01% 45
2024
Q2 		$178K Hold
598
– – ﹤0.01% 44
2024
Q1 		$172K Sell
598
-198
-25% -$54.3K ﹤0.01% 44
2023
Q4 		$209K Sell
796
-16
-2% -$3.92K 0.01% 45
2023
Q3 		$191K Buy
+812
New +$199K 0.01% 44
2023
Q1 		– Sell
-1,540
Closed -$339K – 42
2022
Q4 		$324K Sell
1,540
-125
-8% -$26.5K 0.01% 42
2022
Q3 		$329K Sell
1,665
-33
-2% -$7.24K 0.01% 44
2022
Q2 		$353K Buy
+1,698
New +$384K 0.01% 44
2022
Q1 		– Sell
-1,019
Closed -$252K – 44
2021
Q4 		$269K Buy
+1,019
New +$262K 0.01% 42
2021
Q3 		– Hold
0
– – – 42
2021
Q2 		– Sell
-1,019
Closed -$240K – 39
2021
Q1 		$228K Hold
1,019
– – 0.01% 38
2020
Q4 		$216K Hold
1,019
– – 0.01% 39
2020
Q3 		$191K Hold
1,019
– – 0.01% 40
2020
Q2 		$175K Hold
1,019
– – 0.01% 40
2020
Q1 		$144K Buy
+1,019
New +$172K 0.01% 44
2019
Q1 		– Sell
-23
Closed -$3.19K – 58
2018
Q4 		$3.19K Buy
+23
New +$3.44K ﹤0.01% 49
2018
Q1 		– Sell
-58
Closed -$8.62K – 51
2017
Q4 		$8.62K Sell
58
-41
-41% -$5.94K ﹤0.01% 39
2017
Q3 		$13.8K Buy
+99
New +$13.6K ﹤0.01% 36

Other funds holding IWB

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

WestEnd Advisors's IWB Position: Q3 2026 in Review

WestEnd Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q3 2026, selling an estimated $44.5K and leaving 938 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #51.

WestEnd Advisors first reported a position in IWB in Q3 2017 and has held it in 25 quarters since. The position peaked at $436K in Q4 2025. 688 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • WestEnd Advisors held 938 shares of iShares Russell 1000 ETF worth $390K as of Q3 2026.
  • WestEnd Advisors sold 107 iShares Russell 1000 ETF shares in Q3 2026, an estimated $44.5K.
  • iShares Russell 1000 ETF made up 0.01% of WestEnd Advisors's portfolio in Q3 2026, its #51 holding.
  • WestEnd Advisors first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 25 quarters since.
  • WestEnd Advisors's iShares Russell 1000 ETF position peaked at $436K in Q4 2025.
  • 688 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.