BEI
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Benjamin Edwards Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Benjamin Edwards Inc’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 		$1.5M Sell
3,667
-144
-4% -$57.1K 0.01% 660
2026
Q1 		$1.36M Sell
3,811
-35
-0.9% -$13K 0.01% 659
2025
Q4 		$1.44M Sell
3,846
-190
-5% -$70.4K 0.02% 602
2025
Q3 		$1.48M Sell
4,036
-152
-4% -$53.5K 0.02% 571
2025
Q2 		$1.42M Buy
4,188
+32
+0.8% +$10K 0.02% 532
2025
Q1 		$1.27M Buy
4,156
+311
+8% +$101K 0.02% 518
2024
Q4 		$1.24M Buy
3,845
+239
+7% +$77.4K 0.02% 541
2024
Q3 		$1.13M Buy
+3,606
New +$1.09M 0.02% 563

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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Benjamin Edwards Inc's IWB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Russell 1000 ETF (IWB) stake by 3.8% in Q2 2026, selling an estimated $57.1K and leaving 3,667 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #660.

Benjamin Edwards Inc first reported a position in IWB in Q3 2024 and has held it in 8 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Benjamin Edwards Inc held 3,667 shares of iShares Russell 1000 ETF worth $1.5M as of Q2 2026.
  • Benjamin Edwards Inc sold 144 iShares Russell 1000 ETF shares in Q2 2026, an estimated $57.1K.
  • iShares Russell 1000 ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #660 holding.
  • Benjamin Edwards Inc first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.