Westside Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Westside Investment Management’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	$153K	Hold	430	–	–	0.02%	331
2025 Q4	$161K	Hold	430	–	–	0.03%	311
2025 Q3	$157K	Hold	430	–	–	0.03%	318
2025 Q2	$146K	Hold	430	–	–	0.03%	289
2025 Q1	$132K	Hold	430	–	–	0.03%	279
2024 Q4	$139K	Hold	430	–	–	0.03%	268
2024 Q3	$135K	Hold	430	–	–	0.03%	281
2024 Q2	$128K	Hold	430	–	–	0.03%	277
2024 Q1	$124K	Hold	430	–	–	0.03%	273
2023 Q4	$113K	Hold	430	–	–	0.03%	265
2023 Q3	$101K	Hold	430	–	–	0.03%	272
2023 Q2	$105K	Hold	430	–	–	0.03%	268
2023 Q1	$96.8K	Hold	430	–	–	0.03%	278
2022 Q4	$90	Hold	430	–	–	﹤0.01%	365
2022 Q3	$84	Hold	430	–	–	﹤0.01%	369
2022 Q2	$89	Hold	430	–	–	﹤0.01%	359
2022 Q1	$107	Hold	430	–	–	﹤0.01%	360
2021 Q4	$113	Hold	430	–	–	﹤0.01%	341
2021 Q3	$103	Hold	430	–	–	﹤0.01%	338
2021 Q2	$104	Hold	430	–	–	﹤0.01%	335
2021 Q1	$96	Hold	430	–	–	﹤0.01%	332
2020 Q4	$91	Hold	430	–	–	﹤0.01%	301
2020 Q3	$80	Hold	430	–	–	﹤0.01%	313
2020 Q2	$73	Hold	430	–	–	﹤0.01%	303
2020 Q1	$60	Buy	+430	New	+$72.7K	﹤0.01%	317
2019 Q2	$69	Buy	+430	New	+$68.8K	﹤0.01%	283
2018 Q4	$59.6K	Buy	+430	New	+$64.3K	0.02%	273
2018 Q3	–	Sell	-430	Closed	-$65.5K	–	776
2018 Q2	$65.5K	Hold	430	–	–	0.02%	271
2018 Q1	$61.7K	Hold	430	–	–	0.03%	264
2017 Q4	$65.6K	Hold	430	–	–	0.04%	254
2017 Q3	$60.8K	Buy	+430	New	+$59K	0.04%	254

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

Westside Investment Management's IWB Position: Q1 2026 in Review

Westside Investment Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 430 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #331.

Westside Investment Management first reported a position in IWB in Q3 2017 and has held it in 31 quarters since. The position peaked at $161K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Westside Investment Management held 430 shares of iShares Russell 1000 ETF worth $153K as of Q1 2026.
Westside Investment Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of Westside Investment Management's portfolio in Q1 2026, its #331 holding.
Westside Investment Management first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 31 quarters since.
Westside Investment Management's iShares Russell 1000 ETF position peaked at $161K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.