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Bailard’s iShares Russell 1000 ETF IWB Stock Holding History

Bailard’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 		$203K Buy
+495
New +$196K ﹤0.01% 734
2026
Q1 		– Sell
-655
Closed -$245K – 783
2025
Q4 		$245K Buy
655
+83
+15% +$30.7K 0.01% 655
2025
Q3 		$209K Sell
572
-100
-15% -$35.2K ﹤0.01% 720
2025
Q2 		$228K Buy
+672
New +$211K 0.01% 695

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 29.2% 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

Bailard's IWB Position: Q2 2026 in Review

Bailard opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 495 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Bailard previously reported a position in IWB as recently as Q4 2025.

Bailard first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $245K in Q4 2025. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bailard held 495 shares of iShares Russell 1000 ETF worth $203K as of Q2 2026.
  • iShares Russell 1000 ETF was a new Bailard position in Q2 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of Bailard's portfolio in Q2 2026, its #734 holding.
  • Bailard first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Bailard's iShares Russell 1000 ETF position peaked at $245K in Q4 2025.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.