Almanack Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Almanack Investment 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 Q2	$2.26M	Buy	5,513 +3,781	+218%	+$1.5M	0.29%	55
2026 Q1	$618K	Hold	1,732	–	–	0.1%	92
2025 Q4	$647K	Hold	1,732	–	–	0.11%	84
2025 Q3	$633K	Hold	1,732	–	–	0.1%	95
2025 Q2	$588K	Hold	1,732	–	–	0.09%	109
2025 Q1	$531K	Sell	1,732 -1,022	-37%	-$330K	0.11%	88
2024 Q4	$887K	Sell	2,754 -14	-0.5%	-$4.54K	0.14%	82
2024 Q3	$870K	Hold	2,768	–	–	0.14%	83
2024 Q2	$824K	Hold	2,768	–	–	0.14%	86
2024 Q1	$797K	Sell	2,768 -28	-1%	-$7.67K	0.14%	82
2023 Q4	$733K	Sell	2,796 -2	-0.1%	-$490	0.14%	76
2023 Q3	$657K	Hold	2,798	–	–	0.13%	73
2023 Q2	$682K	Hold	2,798	–	–	0.12%	76
2023 Q1	$630K	Hold	2,798	–	–	0.12%	78
2022 Q4	$589K	Sell	2,798 -4,148	-60%	-$878K	0.13%	73
2022 Q3	$1.37M	Buy	6,946 +3,473	+100%	+$762K	0.27%	46
2022 Q2	$722K	Hold	3,473	–	–	0.07%	171
2022 Q1	$868K	Hold	3,473	–	–	0.08%	170
2021 Q4	$918K	Buy	3,473 +5	+0.1%	+$1.29K	0.07%	161
2021 Q3	$838K	Buy	3,468 +1,034	+42%	+$257K	0.07%	178
2021 Q2	$589K	Hold	2,434	–	–	0.06%	200
2021 Q1	$545K	Sell	2,434 -78	-3%	-$17.1K	0.06%	215
2020 Q4	$532K	Hold	2,512	–	–	0.06%	198
2020 Q3	$498K	Buy	+2,512	New	+$464K	0.06%	207

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 22.9% 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

Almanack Investment Partners's IWB Position: Q2 2026 in Review

Almanack Investment Partners increased its iShares Russell 1000 ETF (IWB) stake by 218% in Q2 2026, buying an estimated $1.5M and bringing the position to 5,513 shares worth $2.26M. The position accounts for 0.29% of the portfolio, ranked #55.

Almanack Investment Partners first reported a position in IWB in Q3 2020 and has held it in 24 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Almanack Investment Partners held 5,513 shares of iShares Russell 1000 ETF worth $2.26M as of Q2 2026.
Almanack Investment Partners bought 3,781 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.5M.
iShares Russell 1000 ETF made up 0.29% of Almanack Investment Partners's portfolio in Q2 2026, its #55 holding.
Almanack Investment Partners first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 24 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.