Westshore Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Westshore Wealth’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	$606K	Sell	1,699 -3,627	-68%	-$1.35M	0.21%	44
2025 Q4	$1.99M	Hold	5,326	–	–	0.66%	25
2025 Q3	$1.95M	Sell	5,326 -220	-4%	-$77.5K	0.67%	25
2025 Q2	$1.88M	Buy	5,546 +1	+0%	+$314	0.72%	22
2025 Q1	$1.7M	Hold	5,545	–	–	0.72%	22
2024 Q4	$1.79M	Sell	5,545 -11	-0.2%	-$3.56K	0.72%	21
2024 Q3	$1.75M	Sell	5,556 -119	-2%	-$36K	0.71%	20
2024 Q2	$1.69M	Sell	5,675 -285	-5%	-$81.8K	0.7%	20
2024 Q1	$1.72M	Sell	5,960 -169	-3%	-$46.3K	0.71%	20
2023 Q4	$1.61M	Sell	6,129 -450	-7%	-$110K	0.74%	19
2023 Q3	$1.55M	Sell	6,579 -1,356	-17%	-$332K	0.86%	17
2023 Q2	$1.93M	Sell	7,935 -1,110	-12%	-$256K	0.99%	16
2023 Q1	$2.04M	Sell	9,045 -827	-8%	-$182K	1.07%	13
2022 Q4	$2.08M	Buy	+9,872	New	+$2.09M	1.18%	14
2021 Q3	–	Sell	-926	Closed	-$224K	–	107
2021 Q2	$224K	Sell	926 -12	-1%	-$2.83K	0.12%	132
2021 Q1	$210K	Buy	+938	New	+$205K	0.12%	133

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

Westshore Wealth's IWB Position: Q1 2026 in Review

Westshore Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 68% in Q1 2026, selling an estimated $1.35M and leaving 1,699 shares worth $606K. The position accounts for 0.21% of the portfolio, ranked #44.

Westshore Wealth first reported a position in IWB in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.08M in Q4 2022. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Westshore Wealth held 1,699 shares of iShares Russell 1000 ETF worth $606K as of Q1 2026.
Westshore Wealth sold 3,627 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.35M.
iShares Russell 1000 ETF made up 0.21% of Westshore Wealth's portfolio in Q1 2026, its #44 holding.
Westshore Wealth first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 16 quarters since.
Westshore Wealth's iShares Russell 1000 ETF position peaked at $2.08M in Q4 2022.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.