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IWB icon

Xponance’s iShares Russell 1000 ETF IWB Stock Holding History

Xponance’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 		$6.69M Sell
16,329
-2,741
-14% -$1.09M 0.04% 315
2026
Q1 		$6.8M Buy
19,070
+13,513
+243% +$5.04M 0.05% 287
2025
Q4 		$2.08M Sell
5,557
-4,824
-46% -$1.79M 0.02% 532
2025
Q3 		$3.79M Buy
10,381
+2,712
+35% +$955K 0.03% 391
2025
Q2 		$2.6M Sell
7,669
-3,862
-33% -$1.21M 0.02% 479
2025
Q1 		$3.54M Sell
11,531
-501
-4% -$162K 0.03% 387
2024
Q4 		$3.88M Sell
12,032
-123
-1% -$39.8K 0.04% 373
2024
Q3 		$3.82M Buy
12,155
+5,594
+85% +$1.69M 0.04% 367
2024
Q2 		$1.95M Sell
6,561
-4,046
-38% -$1.16M 0.02% 497
2024
Q1 		$3.06M Sell
10,607
-2,840
-21% -$778K 0.03% 410
2023
Q4 		$3.53M Sell
13,447
-1,994
-13% -$488K 0.04% 337
2023
Q3 		$3.63M Buy
15,441
+3,738
+32% +$915K 0.05% 311
2023
Q2 		$2.85M Sell
11,703
-1,445
-11% -$333K 0.04% 372
2023
Q1 		$2.96M Buy
13,148
+742
+6% +$163K 0.04% 364
2022
Q4 		$2.61M Buy
12,406
+5,693
+85% +$1.21M 0.04% 383
2022
Q3 		$1.32M Buy
6,713
+2,735
+69% +$600K 0.03% 503
2022
Q2 		$826K Sell
3,978
-1,792
-31% -$405K 0.02% 635
2022
Q1 		$1.44M Buy
5,770
+2,666
+86% +$658K 0.02% 466
2021
Q4 		$821K Sell
3,104
-701
-18% -$180K 0.01% 694
2021
Q3 		$920K Buy
+3,805
New +$946K 0.02% 598

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

Xponance's IWB Position: Q2 2026 in Review

Xponance reduced its iShares Russell 1000 ETF (IWB) stake by 14% in Q2 2026, selling an estimated $1.09M and leaving 16,329 shares worth $6.69M. The position accounts for 0.04% of the portfolio, ranked #315.

Xponance first reported a position in IWB in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.8M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Xponance held 16,329 shares of iShares Russell 1000 ETF worth $6.69M as of Q2 2026.
  • Xponance sold 2,741 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.09M.
  • iShares Russell 1000 ETF made up 0.04% of Xponance's portfolio in Q2 2026, its #315 holding.
  • Xponance first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
  • Xponance's iShares Russell 1000 ETF position peaked at $6.8M in Q1 2026.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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