Aureus Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $337K | Sell |
944
-134
| -12% | -$49.9K | 0.02% | 178 |
|
|
2025
Q4 | $403K | Hold |
1,078
| – | – | 0.03% | 146 |
|
|
2025
Q3 | $394K | Hold |
1,078
| – | – | 0.03% | 150 |
|
|
2025
Q2 | $366K | Sell |
1,078
-61
| -5% | -$19.1K | 0.02% | 151 |
|
|
2025
Q1 | $349K | Sell |
1,139
-438
| -28% | -$142K | 0.02% | 151 |
|
|
2024
Q4 | $508K | Hold |
1,577
| – | – | 0.03% | 123 |
|
|
2024
Q3 | $496K | Hold |
1,577
| – | – | 0.03% | 129 |
|
|
2024
Q2 | $469K | Sell |
1,577
-414
| -21% | -$119K | 0.03% | 126 |
|
|
2024
Q1 | $574K | Buy |
1,991
+1,139
| +134% | +$312K | 0.04% | 114 |
|
|
2023
Q4 | $224K | Buy |
+852
| New | +$209K | 0.02% | 176 |
|
|
2022
Q1 | – | Sell |
-775
| Closed | -$205K | – | 224 |
|
|
2021
Q4 | $205K | Buy |
+775
| New | +$199K | 0.01% | 200 |
|
|
2021
Q3 | – | Sell |
-1,045
| Closed | -$253K | – | 223 |
|
|
2021
Q2 | $253K | Hold |
1,045
| – | – | 0.02% | 194 |
|
|
2021
Q1 | $234K | Sell |
1,045
-194
| -16% | -$42.5K | 0.02% | 163 |
|
|
2020
Q4 | $262K | Sell |
1,239
-180
| -13% | -$35.9K | 0.02% | 159 |
|
|
2020
Q3 | $266K | Buy |
1,419
+173
| +14% | +$32K | 0.03% | 151 |
|
|
2020
Q2 | $214K | Sell |
1,246
-200
| -14% | -$32.4K | 0.02% | 157 |
|
|
2020
Q1 | $205K | Hold |
1,446
| – | – | 0.03% | 142 |
|
|
2019
Q4 | $258K | Hold |
1,446
| – | – | 0.03% | 158 |
|
|
2019
Q3 | $238K | Sell |
1,446
-227
| -14% | -$37.3K | 0.03% | 152 |
|
|
2019
Q2 | $272K | Hold |
1,673
| – | – | 0.03% | 149 |
|
|
2019
Q1 | $263K | Sell |
1,673
-22
| -1% | -$3.33K | 0.03% | 147 |
|
|
2018
Q4 | $235K | Hold |
1,695
| – | – | 0.04% | 149 |
|
|
2018
Q3 | $274K | Buy |
+1,695
| New | +$269K | 0.03% | 159 |
|
|
2016
Q4 | – | Sell |
-1,997
| Closed | -$241K | – | 172 |
|
|
2016
Q3 | $241K | Sell |
1,997
-10
| -0.5% | -$1.2K | 0.05% | 130 |
|
|
2016
Q2 | $235K | Sell |
2,007
-200
| -9% | -$23.1K | 0.05% | 112 |
|
|
2016
Q1 | $252K | Buy |
2,207
+390
| +21% | +$42.1K | 0.06% | 87 |
|
|
2015
Q4 | $206K | Sell |
1,817
-1,252
| -41% | -$143K | 0.05% | 137 |
|
|
2015
Q3 | $329K | Sell |
3,069
-50
| -2% | -$5.68K | 0.08% | 107 |
|
|
2015
Q2 | $362K | Hold |
3,119
| – | – | 0.08% | 116 |
|
|
2015
Q1 | $361K | Sell |
3,119
-2,286
| -42% | -$264K | 0.08% | 107 |
|
|
2014
Q4 | $620K | Sell |
5,405
-425
| -7% | -$47.6K | 0.15% | 77 |
|
|
2014
Q3 | $641K | Sell |
5,830
-782
| -12% | -$86.4K | 0.16% | 71 |
|
|
2014
Q2 | $728K | Sell |
6,612
-1,077
| -14% | -$115K | 0.18% | 69 |
|
|
2014
Q1 | $806K | Sell |
7,689
-559
| -7% | -$57.5K | 0.21% | 77 |
|
|
2013
Q4 | $851K | Sell |
8,248
-118
| -1% | -$11.7K | 0.23% | 74 |
|
|
2013
Q3 | $788K | Hold |
8,366
| – | – | 0.27% | 68 |
|
|
2013
Q2 | $752K | Buy |
+8,366
| New | +$749K | 0.27% | 67 |
|
Other funds holding IWB
Aureus Asset Management's IWB Position: Q1 2026 in Review
Aureus Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 12% in Q1 2026, selling an estimated $49.9K and leaving 944 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #178.
Aureus Asset Management first reported a position in IWB in Q2 2013 and has held it in 37 quarters since. The position peaked at $851K in Q4 2013. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Aureus Asset Management held 944 shares of iShares Russell 1000 ETF worth $337K as of Q1 2026.
- Aureus Asset Management sold 134 iShares Russell 1000 ETF shares in Q1 2026, an estimated $49.9K.
- iShares Russell 1000 ETF made up 0.02% of Aureus Asset Management's portfolio in Q1 2026, its #178 holding.
- Aureus Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 37 quarters since.
- Aureus Asset Management's iShares Russell 1000 ETF position peaked at $851K in Q4 2013.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.