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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Barrett & Company's IWB Position: Q1 2026 in Review

Barrett & Company held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 17 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Barrett & Company first reported a position in IWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.35K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Barrett & Company held 17 shares of iShares Russell 1000 ETF worth $6.06K as of Q1 2026.
Barrett & Company left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #505 holding.
Barrett & Company first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
Barrett & Company's iShares Russell 1000 ETF position peaked at $6.35K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.