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Bennett Selby Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Bennett Selby Investments’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 		$230K Hold
561
– – 0.07% 79
2026
Q1 		$200K Hold
561
– – 0.07% 81
2025
Q4 		$210K Hold
561
– – 0.07% 82
2025
Q3 		$205K Buy
+561
New +$198K 0.07% 79

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Bennett Selby Investments's IWB Position: Q2 2026 in Review

Bennett Selby Investments held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 561 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #79.

Bennett Selby Investments first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 843 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bennett Selby Investments held 561 shares of iShares Russell 1000 ETF worth $230K as of Q2 2026.
  • Bennett Selby Investments left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.07% of Bennett Selby Investments's portfolio in Q2 2026, its #79 holding.
  • Bennett Selby Investments first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.