AIM
IWB icon

Athena Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Athena Investment 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 		$261K Sell
637
-75
-11% -$29.7K 0.15% 115
2026
Q1 		$254K Hold
712
– – 0.13% 134
2025
Q4 		$266K Hold
712
– – 0.14% 127
2025
Q3 		$260K Hold
712
– – 0.14% 132
2025
Q2 		$242K Sell
712
-6
-0.8% -$1.88K 0.14% 137
2025
Q1 		$220K Hold
718
– – 0.13% 135
2024
Q4 		$231K Sell
718
-16
-2% -$5.18K 0.13% 139
2024
Q3 		$231K Hold
734
– – 0.13% 139
2024
Q2 		$219K Hold
734
– – 0.13% 138
2024
Q1 		$212K Buy
+734
New +$201K 0.13% 145

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Athena Investment Management's IWB Position: Q2 2026 in Review

Athena Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q2 2026, selling an estimated $29.7K and leaving 637 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #115.

Athena Investment Management first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. The position peaked at $266K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Athena Investment Management held 637 shares of iShares Russell 1000 ETF worth $261K as of Q2 2026.
  • Athena Investment Management sold 75 iShares Russell 1000 ETF shares in Q2 2026, an estimated $29.7K.
  • iShares Russell 1000 ETF made up 0.15% of Athena Investment Management's portfolio in Q2 2026, its #115 holding.
  • Athena Investment Management first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • Athena Investment Management's iShares Russell 1000 ETF position peaked at $266K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.