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Bridges Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Bridges Investment 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 		$2.1M Sell
5,127
-919
-15% -$364K 0.03% 192
2026
Q1 		$2.16M Sell
6,046
-289
-5% -$108K 0.03% 171
2025
Q4 		$2.37M Sell
6,335
-46
-0.7% -$17K 0.03% 157
2025
Q3 		$2.33M Sell
6,381
-15,176
-70% -$5.35M 0.03% 167
2025
Q2 		$7.32M Buy
21,557
+356
+2% +$112K 0.1% 97
2025
Q1 		$6.5M Sell
21,201
-276
-1% -$89.2K 0.09% 100
2024
Q4 		$6.92M Buy
21,477
+189
+0.9% +$61.2K 0.1% 100
2024
Q3 		$6.69M Buy
21,288
+198
+0.9% +$60K 0.09% 101
2024
Q2 		$6.28M Buy
+21,090
New +$6.06M 0.1% 96
2022
Q2 		– Sell
-1,209
Closed -$303K – 216
2022
Q1 		$303K Buy
1,209
+104
+9% +$25.7K 0.01% 204
2021
Q4 		$293K Buy
+1,105
New +$284K 0.01% 202

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridges Investment Management's IWB Position: Q2 2026 in Review

Bridges Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 15% in Q2 2026, selling an estimated $364K and leaving 5,127 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #192.

Bridges Investment Management first reported a position in IWB in Q4 2021 and has held it in 11 quarters since. The position peaked at $7.32M in Q2 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bridges Investment Management held 5,127 shares of iShares Russell 1000 ETF worth $2.1M as of Q2 2026.
  • Bridges Investment Management sold 919 iShares Russell 1000 ETF shares in Q2 2026, an estimated $364K.
  • iShares Russell 1000 ETF made up 0.03% of Bridges Investment Management's portfolio in Q2 2026, its #192 holding.
  • Bridges Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 11 quarters since.
  • Bridges Investment Management's iShares Russell 1000 ETF position peaked at $7.32M in Q2 2025.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.