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 Q2	$8.75M	Sell	21,375 -90	-0.4%	-$35.7K	5.25%	5
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ackerman Asset Management's IWB Position: Q2 2026 in Review

Ackerman Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.42% in Q2 2026, selling an estimated $35.7K and leaving 21,375 shares worth $8.75M. The position accounts for 5.25% of the portfolio, ranked #5.

Ackerman Asset Management first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Ackerman Asset Management held 21,375 shares of iShares Russell 1000 ETF worth $8.75M as of Q2 2026.
Ackerman Asset Management sold 90 iShares Russell 1000 ETF shares in Q2 2026, an estimated $35.7K.
iShares Russell 1000 ETF made up 5.25% of Ackerman Asset Management's portfolio in Q2 2026, its #5 holding.
Ackerman Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Ackerman Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.