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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
Q2 		$696K Hold
1,699
– – 0.22% 45
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westshore Wealth's IWB Position: Q2 2026 in Review

Westshore Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,699 shares worth $696K. The position accounts for 0.22% of the portfolio, ranked #45.

Westshore Wealth first reported a position in IWB in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.08M in Q4 2022. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Westshore Wealth held 1,699 shares of iShares Russell 1000 ETF worth $696K as of Q2 2026.
  • Westshore Wealth left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.22% of Westshore Wealth's portfolio in Q2 2026, its #45 holding.
  • Westshore Wealth first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 17 quarters since.
  • Westshore Wealth's iShares Russell 1000 ETF position peaked at $2.08M in Q4 2022.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.