Brand Asset Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

Brand Asset Management Group’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	$2.56M	Sell	7,179 -45	-0.6%	-$16.8K	0.67%	30
2025 Q4	$2.7M	Sell	7,224 -67	-0.9%	-$24.8K	0.75%	28
2025 Q3	$2.66M	Sell	7,291 -40	-0.5%	-$14.1K	0.75%	28
2025 Q2	$2.49M	Sell	7,331 -41	-0.6%	-$12.9K	0.93%	25
2025 Q1	$2.26M	Sell	7,372 -26	-0.4%	-$8.41K	0.94%	26
2024 Q4	$2.38M	Hold	7,398	–	–	0.97%	25
2024 Q3	$2.33M	Buy	7,398 +11	+0.1%	+$3.33K	0.91%	25
2024 Q2	$2.2M	Sell	7,387 -100	-1%	-$28.7K	0.93%	25
2024 Q1	$2.16M	Sell	7,487 -62	-0.8%	-$17K	0.93%	24
2023 Q4	$1.98M	Buy	7,549 +369	+5%	+$90.3K	0.91%	26
2023 Q3	$1.69M	Sell	7,180 -42	-0.6%	-$10.3K	0.87%	26
2023 Q2	$1.76M	Sell	7,222 -792	-10%	-$182K	0.84%	26
2023 Q1	$1.8M	Sell	8,014 -85	-1%	-$18.7K	0.91%	26
2022 Q4	$1.7M	Buy	8,099 +3	+0%	+$635	0.86%	25
2022 Q3	$1.6M	Buy	8,096 +2	+0%	+$439	0.89%	26
2022 Q2	$1.68M	Sell	8,094 -23	-0.3%	-$5.2K	0.86%	27
2022 Q1	$2.03M	Sell	8,117 -58	-0.7%	-$14.3K	0.9%	25
2021 Q4	$2.16M	Sell	8,175 -57	-0.7%	-$14.7K	0.97%	22
2021 Q3	$1.99M	Buy	8,232 +2	+0%	+$497	0.96%	23
2021 Q2	$1.99M	Buy	8,230 +1	+0%	+$236	0.97%	23
2021 Q1	$1.84M	Buy	8,229 +2	+0%	+$438	0.94%	25
2020 Q4	$1.74M	Buy	8,227 +2	+0%	+$399	0.98%	24
2020 Q3	$1.54M	Sell	8,225 -657	-7%	-$121K	0.96%	25
2020 Q2	$1.52M	Sell	8,882 -470	-5%	-$76K	0.97%	24
2020 Q1	$1.32M	Sell	9,352 -248	-3%	-$41.9K	0.98%	25
2019 Q4	$1.71M	Sell	9,600 -842	-8%	-$144K	1.09%	20
2019 Q3	$1.72M	Sell	10,442 -4	-0%	-$656	1.14%	21
2019 Q2	$1.7M	Buy	10,446 +3	+0%	+$480	1.12%	21
2019 Q1	$1.64M	Buy	10,443 +1,409	+16%	+$213K	1.11%	21
2018 Q4	$1.25M	Buy	9,034 +5	+0.1%	+$748	0.99%	24
2018 Q3	$1.46M	Buy	9,029 +2	+0%	+$317	1.07%	20
2018 Q2	$1.37M	Buy	+9,027	New	+$1.36M	1.05%	19

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

Brand Asset Management Group's IWB Position: Q1 2026 in Review

Brand Asset Management Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.62% in Q1 2026, selling an estimated $16.8K and leaving 7,179 shares worth $2.56M. The position accounts for 0.67% of the portfolio, ranked #30.

Brand Asset Management Group first reported a position in IWB in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.7M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Brand Asset Management Group held 7,179 shares of iShares Russell 1000 ETF worth $2.56M as of Q1 2026.
Brand Asset Management Group sold 45 iShares Russell 1000 ETF shares in Q1 2026, an estimated $16.8K.
iShares Russell 1000 ETF made up 0.67% of Brand Asset Management Group's portfolio in Q1 2026, its #30 holding.
Brand Asset Management Group first reported a position in iShares Russell 1000 ETF in Q2 2018 and has held it in 32 quarters since.
Brand Asset Management Group's iShares Russell 1000 ETF position peaked at $2.7M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.