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

AMI 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	$252K	Sell	708 -1,052	-60%	-$392K	0.02%	93
2025 Q4	$657K	Buy	+1,760	New	+$652K	0.04%	71
2025 Q2	–	Sell	-1,104	Closed	-$339K	–	90
2025 Q1	$339K	Sell	1,104 -1,916	-63%	-$620K	0.02%	88
2024 Q4	$973K	Buy	3,020 +1,571	+108%	+$509K	0.05%	72
2024 Q3	$455K	Buy	+1,449	New	+$439K	0.02%	84
2023 Q1	–	Sell	-1,756	Closed	-$370K	–	82
2022 Q4	$370K	Buy	+1,756	New	+$372K	0.03%	85
2022 Q3	–	Sell	-1,621	Closed	-$337K	–	89
2022 Q2	$337K	Buy	+1,621	New	+$366K	0.02%	86
2022 Q1	–	Sell	-1,870	Closed	-$494K	–	93
2021 Q4	$494K	Buy	+1,870	New	+$481K	0.02%	88
2020 Q2	–	Sell	-7,234	Closed	-$1.02M	–	83
2020 Q1	$1.02M	Buy	+7,234	New	+$1.22M	0.06%	64
2019 Q1	–	Sell	-63,404	Closed	-$8.79M	–	72
2018 Q4	$8.79M	Buy	+63,404	New	+$9.48M	0.73%	51

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

AMI Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 60% in Q1 2026, selling an estimated $392K and leaving 708 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #93.

AMI Asset Management first reported a position in IWB in Q4 2018 and has held it in 10 quarters since. The position peaked at $8.79M in Q4 2018. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

AMI Asset Management held 708 shares of iShares Russell 1000 ETF worth $252K as of Q1 2026.
AMI Asset Management sold 1,052 iShares Russell 1000 ETF shares in Q1 2026, an estimated $392K.
iShares Russell 1000 ETF made up 0.02% of AMI Asset Management's portfolio in Q1 2026, its #93 holding.
AMI Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 10 quarters since.
AMI Asset Management's iShares Russell 1000 ETF position peaked at $8.79M in Q4 2018.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on AMI Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.