AssuredPartners Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

AssuredPartners Investment Advisors’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	$549K	Hold	1,340	–	–	0.05%	249
2026 Q1	$484K	Hold	1,340	–	–	0.05%	254
2025 Q4	$500K	Buy	1,340 +5	+0.4%	+$1.85K	0.07%	209
2025 Q3	$488K	Sell	1,335 -37	-3%	-$13K	0.11%	135
2025 Q2	$466K	Hold	1,372	–	–	0.11%	142
2025 Q1	$421K	Buy	1,372 +37	+3%	+$12K	0.08%	222
2024 Q4	$430K	Buy	+1,335	New	+$432K	0.08%	214

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 22.9% 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

AssuredPartners Investment Advisors's IWB Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,340 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #249.

AssuredPartners Investment Advisors first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

AssuredPartners Investment Advisors held 1,340 shares of iShares Russell 1000 ETF worth $549K as of Q2 2026.
AssuredPartners Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #249 holding.
AssuredPartners Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.