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Ackerman Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Ackerman Asset 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 		$7.65M Sell
21,465
-493
-2% -$184K 5.34% 4
2025
Q4 		$8.2M Hold
21,958
– – 5.45% 4
2025
Q3 		$8.03M Hold
21,958
– – 5.75% 4
2025
Q2 		$7.46M Hold
21,958
– – 5.97% 4
2025
Q1 		$6.74M Buy
+21,958
New +$7.1M 6.09% 4

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

Ackerman Asset Management's IWB Position: Q1 2026 in Review

Ackerman Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q1 2026, selling an estimated $184K and leaving 21,465 shares worth $7.65M. The position accounts for 5.34% of the portfolio, ranked #4.

Ackerman Asset Management first reported a position in IWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.2M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Ackerman Asset Management held 21,465 shares of iShares Russell 1000 ETF worth $7.65M as of Q1 2026.
  • Ackerman Asset Management sold 493 iShares Russell 1000 ETF shares in Q1 2026, an estimated $184K.
  • iShares Russell 1000 ETF made up 5.34% of Ackerman Asset Management's portfolio in Q1 2026, its #4 holding.
  • Ackerman Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • Ackerman Asset Management's iShares Russell 1000 ETF position peaked at $8.2M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Ackerman Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.