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 Q1	$273K	Hold	768	–	–	0.06%	100
2025 Q4	$286K	Hold	768	–	–	0.07%	105
2025 Q3	$280K	Hold	768	–	–	0.06%	106
2025 Q2	$260K	Hold	768	–	–	0.06%	103
2025 Q1	$235K	Hold	768	–	–	0.06%	104
2024 Q4	$247K	Hold	768	–	–	0.06%	106
2024 Q3	$241K	Hold	768	–	–	0.06%	108
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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Boston Research & Management's IWB Position: Q1 2026 in Review

Boston Research & Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 768 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #100.

Boston Research & Management first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $286K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Boston Research & Management held 768 shares of iShares Russell 1000 ETF worth $273K as of Q1 2026.
Boston Research & Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.06% of Boston Research & Management's portfolio in Q1 2026, its #100 holding.
Boston Research & Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Boston Research & Management's iShares Russell 1000 ETF position peaked at $286K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.