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Wick Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Wick Capital Partners’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 		$2.33M Sell
6,532
-75
-1% -$27.9K 0.42% 35
2025
Q4 		$2.47M Buy
6,607
+58
+0.9% +$21.5K 0.44% 36
2025
Q3 		$2.39M Buy
6,549
+4,488
+218% +$1.58M 0.57% 27
2025
Q2 		$2.31M Sell
2,061
-5,315
-72% -$1.67M 0.6% 29
2025
Q1 		$2.26M Buy
7,376
+3,449
+88% +$1.12M 0.68% 21
2024
Q4 		$1.27M Sell
3,927
-692
-15% -$224K 0.37% 31
2024
Q3 		$1.45M Buy
4,619
+10
+0.2% +$3.03K 0.47% 24
2024
Q2 		$1.37M Buy
+4,609
New +$1.32M 0.48% 25
2024
Q1 		– Sell
-4,464
Closed -$1.17M – 52
2023
Q4 		$1.17M Buy
4,464
+872
+24% +$214K 0.49% 28
2023
Q3 		$844K Sell
3,592
-47
-1% -$11.5K 0.47% 28
2023
Q2 		$887K Buy
3,639
+500
+16% +$115K 0.52% 21
2023
Q1 		$707K Buy
3,139
+1,229
+64% +$270K 0.41% 29
2022
Q4 		$402K Sell
1,910
-1,664
-47% -$352K 0.23% 41
2022
Q3 		$705K Buy
3,574
+2,007
+128% +$440K 0.46% 24
2022
Q2 		$326K Buy
1,567
+83
+6% +$18.8K 0.23% 40
2022
Q1 		$371K Buy
1,484
+600
+68% +$148K 0.24% 35
2021
Q4 		$234K Buy
+884
New +$228K 0.18% 54

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

Wick Capital Partners's IWB Position: Q1 2026 in Review

Wick Capital Partners reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q1 2026, selling an estimated $27.9K and leaving 6,532 shares worth $2.33M. The position accounts for 0.42% of the portfolio, ranked #35.

Wick Capital Partners first reported a position in IWB in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.47M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Wick Capital Partners held 6,532 shares of iShares Russell 1000 ETF worth $2.33M as of Q1 2026.
  • Wick Capital Partners sold 75 iShares Russell 1000 ETF shares in Q1 2026, an estimated $27.9K.
  • iShares Russell 1000 ETF made up 0.42% of Wick Capital Partners's portfolio in Q1 2026, its #35 holding.
  • Wick Capital Partners first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 17 quarters since.
  • Wick Capital Partners's iShares Russell 1000 ETF position peaked at $2.47M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.