BLB&B Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

BLB&B Advisors’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	$1.21M	Sell	2,962 -20	-0.7%	-$7.93K	0.04%	115
2026 Q1	$1.06M	Hold	2,982	–	–	0.04%	121
2025 Q4	$1.11M	Buy	2,982 +758	+34%	+$281K	0.05%	124
2025 Q3	$813K	Hold	2,224	–	–	0.04%	140
2025 Q2	$755K	Hold	2,224	–	–	0.04%	147
2025 Q1	$682K	Hold	2,224	–	–	0.03%	158
2024 Q4	$716K	Hold	2,224	–	–	0.04%	146
2024 Q3	$699K	Hold	2,224	–	–	0.04%	153
2024 Q2	$662K	Hold	2,224	–	–	0.04%	155
2024 Q1	$641K	Buy	2,224 +498	+29%	+$136K	0.04%	155
2023 Q4	$453K	Buy	1,726 +806	+88%	+$197K	0.03%	174
2023 Q3	$216K	Hold	920	–	–	0.02%	230
2023 Q2	$224K	Sell	920 -180	-16%	-$41.5K	0.02%	229
2023 Q1	$248K	Hold	1,100	–	–	0.02%	218
2022 Q4	$232K	Sell	1,100 -93	-8%	-$19.7K	0.02%	219
2022 Q3	$235K	Hold	1,193	–	–	0.02%	214
2022 Q2	$248K	Sell	1,193 -2,314	-66%	-$523K	0.02%	217
2022 Q1	$877K	Hold	3,507	–	–	0.06%	125
2021 Q4	$927K	Buy	3,507 +180	+5%	+$46.3K	0.06%	128
2021 Q3	$804K	Buy	3,327 +300	+10%	+$74.6K	0.05%	147
2021 Q2	$733K	Hold	3,027	–	–	0.05%	144
2021 Q1	$678K	Hold	3,027	–	–	0.05%	146
2020 Q4	$641K	Hold	3,027	–	–	0.05%	157
2020 Q3	$567K	Buy	+3,027	New	+$559K	0.06%	151
2018 Q4	–	Sell	-1,263	Closed	-$204K	–	283
2018 Q3	$204K	Sell	1,263 -161	-11%	-$25.6K	0.03%	284
2018 Q2	$216K	Hold	1,424	–	–	0.03%	277
2018 Q1	$209K	Hold	1,424	–	–	0.03%	283
2017 Q4	$212K	Buy	+1,424	New	+$206K	0.03%	282
2017 Q2	–	Sell	-1,809	Closed	-$237K	–	286
2017 Q1	$237K	Hold	1,809	–	–	0.04%	252
2016 Q4	$225K	Buy	+1,809	New	+$220K	0.04%	261

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BLB&B Advisors's IWB Position: Q2 2026 in Review

BLB&B Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.67% in Q2 2026, selling an estimated $7.93K and leaving 2,962 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #115.

BLB&B Advisors first reported a position in IWB in Q4 2016 and has held it in 30 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

BLB&B Advisors held 2,962 shares of iShares Russell 1000 ETF worth $1.21M as of Q2 2026.
BLB&B Advisors sold 20 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.93K.
iShares Russell 1000 ETF made up 0.04% of BLB&B Advisors's portfolio in Q2 2026, its #115 holding.
BLB&B Advisors first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 30 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.