Boston Research & Management’s iShares Russell 1000 ETF IWB Stock Holding History

Boston Research & Management’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	$314K	Hold	768	–	–	0.07%	103
2026 Q1	$274K	Hold	768	–	–	0.06%	101
2025 Q4	$287K	Hold	768	–	–	0.07%	106
2025 Q3	$281K	Hold	768	–	–	0.06%	106
2025 Q2	$261K	Hold	768	–	–	0.06%	104
2025 Q1	$236K	Hold	768	–	–	0.06%	105
2024 Q4	$247K	Hold	768	–	–	0.06%	106
2024 Q3	$241K	Hold	768	–	–	0.06%	109
2024 Q2	$228K	Hold	768	–	–	0.06%	110
2024 Q1	$221K	Hold	768	–	–	0.05%	110
2023 Q4	$201K	Buy	+768	New	+$188K	0.05%	112

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 22.9% 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

Boston Research & Management's IWB Position: Q2 2026 in Review

Boston Research & Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 768 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #103.

Boston Research & Management first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Boston Research & Management held 768 shares of iShares Russell 1000 ETF worth $314K as of Q2 2026.
Boston Research & Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of Boston Research & Management's portfolio in Q2 2026, its #103 holding.
Boston Research & Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.