Americana Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Americana 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	$4.49M	Hold	10,961	–	–	0.1%	150
2026 Q1	$3.91M	Buy	10,961 +31	+0.3%	+$11.6K	0.1%	153
2025 Q4	$4.08M	Hold	10,930	–	–	0.11%	156
2025 Q3	$3.99M	Buy	10,930 +9,107	+500%	+$3.21M	0.12%	149
2025 Q2	$619K	Hold	1,823	–	–	0.02%	284
2025 Q1	$559K	Sell	1,823 -780	-30%	-$252K	0.02%	259
2024 Q4	$839K	Buy	2,603 +780	+43%	+$253K	0.03%	234
2024 Q3	$573K	Hold	1,823	–	–	0.04%	231
2024 Q2	$542K	Hold	1,823	–	–	0.04%	221
2024 Q1	$525K	Hold	1,823	–	–	0.04%	226
2023 Q4	$478K	Hold	1,823	–	–	0.05%	208
2023 Q3	$428K	Hold	1,823	–	–	0.05%	217
2023 Q2	$444K	Hold	1,823	–	–	0.06%	204
2023 Q1	$411K	Hold	1,823	–	–	0.06%	196
2022 Q4	$384K	Buy	1,823 +478	+36%	+$101K	0.07%	177
2022 Q3	$265K	Hold	1,345	–	–	0.05%	198
2022 Q2	$279K	Hold	1,345	–	–	0.05%	195
2022 Q1	$336K	Hold	1,345	–	–	0.1%	168
2021 Q4	$355K	Hold	1,345	–	–	0.06%	192
2021 Q3	$325K	Hold	1,345	–	–	0.08%	177
2021 Q2	$325K	Hold	1,345	–	–	0.17%	92
2021 Q1	$301K	Hold	1,345	–	–	0.19%	78
2020 Q4	$284K	Hold	1,345	–	–	0.22%	74
2020 Q3	$251K	Hold	1,345	–	–	0.23%	76
2020 Q2	$230K	Buy	+1,345	New	+$218K	0.17%	80
2020 Q1	–	Sell	-2,215	Closed	-$395K	–	305
2019 Q4	$395K	Buy	+2,215	New	+$378K	0.22%	61

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 29.2% 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

Americana Partners's IWB Position: Q2 2026 in Review

Americana Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 10,961 shares worth $4.49M. The position accounts for 0.1% of the portfolio, ranked #150.

Americana Partners first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Americana Partners held 10,961 shares of iShares Russell 1000 ETF worth $4.49M as of Q2 2026.
Americana Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.1% of Americana Partners's portfolio in Q2 2026, its #150 holding.
Americana Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.