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 Q3	–	Sell	-1,953	Closed	-$800K	–	104
2026 Q2	$800K	Buy	1,953 +1,245	+176%	+$493K	0.05%	74
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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

AMI Asset Management's IWB Position: Q3 2026 in Review

AMI Asset Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2026, closing a stake of 1,953 shares — an estimated $800K sold.

AMI Asset Management first reported a position in IWB in Q4 2018 and held it in 11 quarters. The position peaked at $8.79M in Q4 2018. 656 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

AMI Asset Management reported no remaining iShares Russell 1000 ETF position as of Q3 2026 after selling out during the quarter.
AMI Asset Management sold 1,953 iShares Russell 1000 ETF shares in Q3 2026, an estimated $800K.
AMI Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 11 quarters.
AMI Asset Management's iShares Russell 1000 ETF position peaked at $8.79M in Q4 2018.
656 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on AMI Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.