BBR Partners’s iShares Russell 1000 ETF IWB Stock Holding History

BBR Partners’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	$201K	Hold	564	–	–	0.01%	242
2025 Q4	$211K	Hold	564	–	–	0.01%	247
2025 Q3	$206K	Buy	+564	New	+$199K	0.01%	253
2020 Q3	–	Sell	-1,962	Closed	-$337K	–	194
2020 Q2	$337K	Hold	1,962	–	–	0.04%	127
2020 Q1	$278K	Sell	1,962 -3,326	-63%	-$562K	0.04%	115
2019 Q4	$943K	Sell	5,288 -47	-0.9%	-$8.02K	0.1%	85
2019 Q3	$878K	Buy	5,335 +1,650	+45%	+$271K	0.13%	53
2019 Q2	$600K	Hold	3,685	–	–	0.1%	61
2019 Q1	$580K	Hold	3,685	–	–	0.08%	85
2018 Q4	$511K	Hold	3,685	–	–	0.07%	89
2018 Q3	$596K	Sell	3,685 -1,400	-28%	-$222K	0.09%	63
2018 Q2	$773K	Buy	5,085 +1,400	+38%	+$211K	0.13%	49
2018 Q1	$541K	Hold	3,685	–	–	0.1%	44
2017 Q4	$548K	Hold	3,685	–	–	0.1%	34
2017 Q3	$515K	Hold	3,685	–	–	0.11%	26
2017 Q2	$498K	Hold	3,685	–	–	0.11%	32
2017 Q1	$484K	Hold	3,685	–	–	0.1%	35
2016 Q4	$459K	Hold	3,685	–	–	0.08%	43
2016 Q3	$444K	Buy	+3,685	New	+$443K	0.07%	48

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

BBR Partners's IWB Position: Q1 2026 in Review

BBR Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 564 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #242.

BBR Partners first reported a position in IWB in Q3 2016 and has held it in 19 quarters since. The position peaked at $943K in Q4 2019. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

BBR Partners held 564 shares of iShares Russell 1000 ETF worth $201K as of Q1 2026.
BBR Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of BBR Partners's portfolio in Q1 2026, its #242 holding.
BBR Partners first reported a position in iShares Russell 1000 ETF in Q3 2016 and has held it in 19 quarters since.
BBR Partners's iShares Russell 1000 ETF position peaked at $943K in Q4 2019.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.