Barrett & Company’s iShares Russell 1000 ETF IWB Stock Holding History

Barrett & Company’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	$6.96K	Hold	17	–	–	﹤0.01%	519
2026 Q1	$6.06K	Hold	17	–	–	﹤0.01%	505
2025 Q4	$6.35K	Hold	17	–	–	﹤0.01%	505
2025 Q3	$6.21K	Hold	17	–	–	﹤0.01%	508
2025 Q2	$5.77K	Hold	17	–	–	﹤0.01%	520
2025 Q1	$5.21K	Hold	17	–	–	﹤0.01%	491
2024 Q4	$5.48K	Hold	17	–	–	﹤0.01%	486
2024 Q3	$5.34K	Hold	17	–	–	﹤0.01%	481
2024 Q2	$5.06K	Hold	17	–	–	﹤0.01%	486
2024 Q1	$4.9K	Hold	17	–	–	﹤0.01%	492
2023 Q4	$4.46K	Hold	17	–	–	﹤0.01%	482
2023 Q3	$3.99K	Hold	17	–	–	﹤0.01%	500
2023 Q2	$4.14K	Hold	17	–	–	﹤0.01%	485
2023 Q1	$3.83K	Buy	+17	New	+$3.74K	﹤0.01%	464

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 22.96% 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

Barrett & Company's IWB Position: Q2 2026 in Review

Barrett & Company held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 17 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Barrett & Company first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Barrett & Company held 17 shares of iShares Russell 1000 ETF worth $6.96K as of Q2 2026.
Barrett & Company left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #519 holding.
Barrett & Company first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.