ASL Financial’s iShares Russell 1000 ETF IWB Stock Holding History

ASL Financial’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	$1.49M	Hold	3,650	–	–	1.05%	18
2026 Q1	$1.3M	Hold	3,650	–	–	1.04%	20
2025 Q4	$1.36M	Buy	+3,650	New	+$1.35M	1.07%	20

Other funds holding IWB

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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

ASL Financial's IWB Position: Q2 2026 in Review

ASL Financial held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,650 shares worth $1.49M. The position accounts for 1.05% of the portfolio, ranked #18.

ASL Financial first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

ASL Financial held 3,650 shares of iShares Russell 1000 ETF worth $1.49M as of Q2 2026.
ASL Financial left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 1.05% of ASL Financial's portfolio in Q2 2026, its #18 holding.
ASL Financial first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on ASL Financial's 13F filing for Q2 2026, filed 21 Jul 2026.