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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
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

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

WestEnd Advisors's IWB Position: Q1 2026 in Review

WestEnd Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 9.7% in Q1 2026, selling an estimated $42.1K and leaving 1,055 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #44.

WestEnd Advisors first reported a position in IWB in Q3 2017 and has held it in 23 quarters since. The position peaked at $436K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • WestEnd Advisors held 1,055 shares of iShares Russell 1000 ETF worth $376K as of Q1 2026.
  • WestEnd Advisors sold 113 iShares Russell 1000 ETF shares in Q1 2026, an estimated $42.1K.
  • iShares Russell 1000 ETF made up 0.01% of WestEnd Advisors's portfolio in Q1 2026, its #44 holding.
  • WestEnd Advisors first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 23 quarters since.
  • WestEnd Advisors's iShares Russell 1000 ETF position peaked at $436K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.