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Adell Harriman & Carpenter’s iShares Russell 1000 ETF IWB Stock Holding History

Adell Harriman & Carpenter’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 		$318K Sell
893
-100
-10% -$37.3K 0.02% 139
2025
Q4 		$371K Hold
993
– – 0.02% 136
2025
Q3 		$363K Hold
993
– – 0.02% 141
2025
Q2 		$337K Buy
+993
New +$312K 0.02% 145

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

Adell Harriman & Carpenter's IWB Position: Q1 2026 in Review

Adell Harriman & Carpenter reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, selling an estimated $37.3K and leaving 893 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #139.

Adell Harriman & Carpenter first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $371K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Adell Harriman & Carpenter held 893 shares of iShares Russell 1000 ETF worth $318K as of Q1 2026.
  • Adell Harriman & Carpenter sold 100 iShares Russell 1000 ETF shares in Q1 2026, an estimated $37.3K.
  • iShares Russell 1000 ETF made up 0.02% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #139 holding.
  • Adell Harriman & Carpenter first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Adell Harriman & Carpenter's iShares Russell 1000 ETF position peaked at $371K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.