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Berman McAleer’s iShares Russell 1000 ETF IWB Stock Holding History

Berman McAleer’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 		$2.36M Sell
5,769
-50
-0.9% -$19.8K 0.27% 38
2026
Q1 		$2.07M Sell
5,819
-125
-2% -$46.6K 0.28% 36
2025
Q4 		$2.22M Buy
5,944
+18
+0.3% +$6.67K 0.3% 38
2025
Q3 		$2.17M Buy
+5,926
New +$2.09M 0.3% 36

Other funds holding IWB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Berman McAleer's IWB Position: Q2 2026 in Review

Berman McAleer reduced its iShares Russell 1000 ETF (IWB) stake by 0.86% in Q2 2026, selling an estimated $19.8K and leaving 5,769 shares worth $2.36M. The position accounts for 0.27% of the portfolio, ranked #38.

Berman McAleer first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Berman McAleer held 5,769 shares of iShares Russell 1000 ETF worth $2.36M as of Q2 2026.
  • Berman McAleer sold 50 iShares Russell 1000 ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Russell 1000 ETF made up 0.27% of Berman McAleer's portfolio in Q2 2026, its #38 holding.
  • Berman McAleer first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.