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Bensler’s iShares Russell 1000 ETF IWB Stock Holding History

Bensler’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 		$6.67M Sell
16,283
-146
-0.9% -$57.9K 0.59% 49
2026
Q1 		$5.86M Sell
16,429
-893
-5% -$333K 0.6% 52
2025
Q4 		$6.47M Sell
17,322
-782
-4% -$290K 0.65% 49
2025
Q3 		$6.62M Sell
18,104
-250
-1% -$88.1K 0.69% 47
2025
Q2 		$6.23M Sell
18,354
-38
-0.2% -$11.9K 0.7% 47
2025
Q1 		$5.64M Sell
18,392
-384
-2% -$124K 0.71% 48
2024
Q4 		$6.05M Sell
18,776
-48
-0.3% -$15.5K 0.72% 46
2024
Q3 		$5.92M Sell
18,824
-118
-0.6% -$35.7K 0.75% 45
2024
Q2 		$5.64M Sell
18,942
-291
-2% -$83.6K 0.76% 42
2024
Q1 		$5.54M Sell
19,233
-195
-1% -$53.4K 0.8% 41
2023
Q4 		$5.1M Sell
19,428
-68
-0.3% -$16.6K 0.85% 41
2023
Q3 		$4.58M Sell
19,496
-52
-0.3% -$12.7K 0.88% 41
2023
Q2 		$4.76M Buy
19,548
+162
+0.8% +$37.3K 0.9% 39
2023
Q1 		$4.37M Sell
19,386
-27
-0.1% -$5.94K 0.88% 41
2022
Q4 		$4.09M Sell
19,413
-27
-0.1% -$5.72K 0.91% 38
2022
Q3 		$3.84M Sell
19,440
-25
-0.1% -$5.48K 0.91% 35
2022
Q2 		$4.04M Sell
19,465
-14
-0.1% -$3.16K 0.96% 30
2022
Q1 		$4.87M Buy
19,479
+3,456
+22% +$853K 1.03% 27
2021
Q4 		$4.24M Buy
+16,023
New +$4.12M 1.18% 26

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 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Bensler's IWB Position: Q2 2026 in Review

Bensler reduced its iShares Russell 1000 ETF (IWB) stake by 0.89% in Q2 2026, selling an estimated $57.9K and leaving 16,283 shares worth $6.67M. The position accounts for 0.59% of the portfolio, ranked #49.

Bensler first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bensler held 16,283 shares of iShares Russell 1000 ETF worth $6.67M as of Q2 2026.
  • Bensler sold 146 iShares Russell 1000 ETF shares in Q2 2026, an estimated $57.9K.
  • iShares Russell 1000 ETF made up 0.59% of Bensler's portfolio in Q2 2026, its #49 holding.
  • Bensler first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.