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Atlas Brown’s iShares Russell 1000 ETF IWB Stock Holding History

Atlas Brown’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 		$369K Sell
900
-100
-10% -$39.6K 0.1% 177
2026
Q1 		$357K Sell
1,000
-200
-17% -$74.5K 0.11% 170
2025
Q4 		$448K Sell
1,200
-39
-3% -$14.4K 0.13% 146
2025
Q3 		$453K Hold
1,239
– – 0.13% 142
2025
Q2 		$421K Hold
1,239
– – 0.14% 147
2025
Q1 		$380K Hold
1,239
– – 0.13% 148
2024
Q4 		$399K Hold
1,239
– – 0.14% 143
2024
Q3 		$390K Hold
1,239
– – 0.13% 144
2024
Q2 		$369K Hold
1,239
– – 0.13% 145
2024
Q1 		$357K Hold
1,239
– – 0.13% 146
2023
Q4 		$325K Hold
1,239
– – 0.13% 137
2023
Q3 		$291K Buy
1,239
+17
+1% +$4.16K 0.13% 141
2023
Q2 		$298K Hold
1,222
– – 0.13% 143
2023
Q1 		$275K Hold
1,222
– – 0.13% 151
2022
Q4 		$257K Hold
1,222
– – 0.13% 150
2022
Q3 		$241K Hold
1,222
– – 0.12% 149
2022
Q2 		$254K Hold
1,222
– – 0.12% 149
2022
Q1 		$306K Sell
1,222
-1,200
-50% -$296K 0.12% 145
2021
Q4 		$640K Hold
2,422
– – 0.25% 113
2021
Q3 		$585K Hold
2,422
– – 0.25% 115
2021
Q2 		$586K Hold
2,422
– – 0.25% 110
2021
Q1 		$542K Hold
2,422
– – 0.26% 107
2020
Q4 		$513K Buy
+2,422
New +$483K 0.27% 104

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

Atlas Brown's IWB Position: Q2 2026 in Review

Atlas Brown reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q2 2026, selling an estimated $39.6K and leaving 900 shares worth $369K. The position accounts for 0.1% of the portfolio, ranked #177.

Atlas Brown first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $640K in Q4 2021. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Atlas Brown held 900 shares of iShares Russell 1000 ETF worth $369K as of Q2 2026.
  • Atlas Brown sold 100 iShares Russell 1000 ETF shares in Q2 2026, an estimated $39.6K.
  • iShares Russell 1000 ETF made up 0.1% of Atlas Brown's portfolio in Q2 2026, its #177 holding.
  • Atlas Brown first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Atlas Brown's iShares Russell 1000 ETF position peaked at $640K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.