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 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

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 29.18% 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

AMI Asset Management's IWB Position: Q2 2026 in Review

AMI Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 176% in Q2 2026, buying an estimated $493K and bringing the position to 1,953 shares worth $800K. The position accounts for 0.05% of the portfolio, ranked #74.

AMI Asset Management first reported a position in IWB in Q4 2018 and has held it in 11 quarters since. The position peaked at $8.79M in Q4 2018. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

AMI Asset Management held 1,953 shares of iShares Russell 1000 ETF worth $800K as of Q2 2026.
AMI Asset Management bought 1,245 iShares Russell 1000 ETF shares in Q2 2026, an estimated $493K.
iShares Russell 1000 ETF made up 0.05% of AMI Asset Management's portfolio in Q2 2026, its #74 holding.
AMI Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 11 quarters since.
AMI Asset Management's iShares Russell 1000 ETF position peaked at $8.79M in Q4 2018.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on AMI Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.