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Andrews Lucia Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Andrews Lucia Wealth 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 		$1.63M Hold
3,991
– – 0.86% 15
2026
Q1 		$1.42M Buy
3,991
+22
+0.6% +$8.2K 0.85% 15
2025
Q4 		$1.48M Sell
3,969
-532
-12% -$197K 0.88% 14
2025
Q3 		$1.65M Sell
4,501
-140
-3% -$49.3K 0.99% 13
2025
Q2 		$1.58M Sell
4,641
-1,055
-19% -$331K 1.02% 13
2025
Q1 		$1.84M Hold
5,696
– – 1.23% 12
2024
Q4 		$1.79M Hold
5,696
– – 1.2% 12
2024
Q3 		$1.69M Sell
5,696
-5,696
-50% -$1.73M 1.2% 12
2024
Q2 		$3.34M Buy
11,392
+5,696
+100% +$1.64M 2.33% 9
2024
Q1 		$1.64M Sell
5,696
-755
-12% -$207K 1.17% 12
2023
Q4 		$1.69M Hold
6,451
– – 1.31% 11
2023
Q3 		$1.52M Hold
6,451
– – 1.3% 11
2023
Q2 		$1.57M Hold
6,451
– – 1.31% 11
2023
Q1 		$1.45M Hold
6,451
– – 1.29% 11
2022
Q4 		$1.36M Sell
6,451
-235
-4% -$49.7K 1.26% 12
2022
Q3 		$1.32M Sell
6,686
-380
-5% -$83.3K 1.39% 11
2022
Q2 		$1.77M Hold
7,066
– – 1.67% 10
2022
Q1 		$1.87M Hold
7,066
– – 1.67% 9
2021
Q4 		$1.87M Buy
+7,066
New +$1.82M 1.69% 9

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Andrews Lucia Wealth Management's IWB Position: Q2 2026 in Review

Andrews Lucia Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,991 shares worth $1.63M. The position accounts for 0.86% of the portfolio, ranked #15.

Andrews Lucia Wealth Management first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.34M in Q2 2024. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Andrews Lucia Wealth Management held 3,991 shares of iShares Russell 1000 ETF worth $1.63M as of Q2 2026.
  • Andrews Lucia Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.86% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Andrews Lucia Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Andrews Lucia Wealth Management's iShares Russell 1000 ETF position peaked at $3.34M in Q2 2024.
  • 460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.