Brighton Jones LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Brighton Jones LLC’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	$57.4M	Sell	161,066 -5,002	-3%	-$1.86M	2.42%	11
2025 Q4	$62M	Sell	166,068 -10,916	-6%	-$4.04M	2.29%	10
2025 Q3	$64.7M	Sell	176,984 -814	-0.5%	-$287K	1.55%	8
2025 Q2	$60.4M	Sell	177,798 -629	-0.4%	-$197K	1.63%	7
2025 Q1	$54.7M	Sell	178,427 -4,114	-2%	-$1.33M	1.75%	7
2024 Q4	$58.8M	Buy	182,541 +6,006	+3%	+$1.95M	1.7%	6
2024 Q3	$55.5M	Sell	176,535 -4,032	-2%	-$1.22M	2.09%	5
2024 Q2	$53.7M	Sell	180,567 -1,036	-0.6%	-$297K	1.77%	6
2024 Q1	$52.3M	Sell	181,603 -809	-0.4%	-$222K	1.89%	5
2023 Q4	$47.8M	Buy	182,412 +2,748	+2%	+$673K	2.02%	5
2023 Q3	$42.2M	Buy	179,664 +2,443	+1%	+$598K	2.14%	5
2023 Q2	$43.2M	Sell	177,221 -79	-0%	-$18.2K	2.18%	6
2023 Q1	$39.9M	Sell	177,300 -499	-0.3%	-$110K	2.27%	6
2022 Q4	$37.4M	Sell	177,799 -4,204	-2%	-$890K	2.24%	7
2022 Q3	$35.9M	Sell	182,003 -1,225	-0.7%	-$269K	2.11%	7
2022 Q2	$38.1M	Buy	183,228 +130	+0.1%	+$29.4K	2.2%	7
2022 Q1	$45.8M	Sell	183,098 -527	-0.3%	-$130K	2.13%	7
2021 Q4	$48.6M	Sell	183,625 -585	-0.3%	-$151K	2.29%	7
2021 Q3	$44.5M	Sell	184,210 -1,256	-0.7%	-$312K	2.3%	7
2021 Q2	$44.9M	Sell	185,466 -3,330	-2%	-$785K	2.31%	7
2021 Q1	$42.3M	Sell	188,796 -18,079	-9%	-$3.96M	2.5%	7
2020 Q4	$43.8M	Sell	206,875 -5,370	-3%	-$1.07M	2.71%	7
2020 Q3	$39.7M	Buy	212,245 +421	+0.2%	+$77.8K	2.75%	7
2020 Q2	$36.4M	Buy	211,824 +3,892	+2%	+$630K	2.95%	5
2020 Q1	$29.4M	Sell	207,932 -8,840	-4%	-$1.49M	3.1%	5
2019 Q4	$38.7M	Sell	216,772 -12,655	-6%	-$2.16M	4.15%	5
2019 Q3	$37.8M	Sell	229,427 -8,177	-3%	-$1.34M	4.41%	5
2019 Q2	$38.7M	Sell	237,604 -2,254	-0.9%	-$361K	4.51%	5
2019 Q1	$37.7M	Sell	239,858 -10,355	-4%	-$1.57M	4.57%	5
2018 Q4	$34.7M	Buy	250,213 +3,906	+2%	+$584K	5.01%	5
2018 Q3	$39.8M	Sell	246,307 -312	-0.1%	-$49.5K	4.9%	5
2018 Q2	$37.5M	Sell	246,619 -496	-0.2%	-$74.7K	4.82%	5
2018 Q1	$36.3M	Sell	247,115 -3,011	-1%	-$457K	5%	5
2017 Q4	$37.2M	Sell	250,126 -16,619	-6%	-$2.41M	4.5%	5
2017 Q3	$37.3M	Sell	266,745 -10,246	-4%	-$1.41M	4.8%	5
2017 Q2	$37.5M	Sell	276,991 -3,322	-1%	-$443K	5.28%	4
2017 Q1	$36.8M	Buy	280,313 +112,582	+67%	+$14.6M	8.9%	2
2016 Q4	$20.9M	Sell	167,731 -114,448	-41%	-$13.9M	7.88%	3
2016 Q3	$34M	Sell	282,179 -4,761	-2%	-$572K	5.49%	4
2016 Q2	$33.5M	Sell	286,940 -11,379	-4%	-$1.31M	5.93%	3
2016 Q1	$34M	Buy	298,319 +2,848	+1%	+$308K	6.26%	3
2015 Q4	$33.5M	Sell	295,471 -4,250	-1%	-$486K	6.53%	4
2015 Q3	$32.1M	Sell	299,721 -2,122	-0.7%	-$241K	6.85%	4
2015 Q2	$35M	Sell	301,843 -4,475	-1%	-$528K	8%	3
2015 Q1	$35.5M	Sell	306,318 -4,756	-2%	-$549K	8.03%	4
2014 Q4	$35.7M	Sell	311,074 -5,978	-2%	-$670K	8.17%	3
2014 Q3	$34.8M	Sell	317,052 -10,605	-3%	-$1.17M	7.82%	3
2014 Q2	$36.1M	Sell	327,657 -2,397	-0.7%	-$255K	8.15%	4
2014 Q1	$34.6M	Sell	330,054 -19,791	-6%	-$2.04M	8.15%	4
2013 Q4	$36.1M	Sell	349,845 -10,162	-3%	-$1.01M	8.26%	4
2013 Q3	$33.9M	Sell	360,007 -6,979	-2%	-$652K	8.88%	4
2013 Q2	$33M	Buy	+366,986	New	+$32.9M	9.91%	4

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

Brighton Jones LLC's IWB Position: Q1 2026 in Review

Brighton Jones LLC reduced its iShares Russell 1000 ETF (IWB) stake by 3% in Q1 2026, selling an estimated $1.86M and leaving 161,066 shares worth $57.4M. The position accounts for 2.42% of the portfolio, ranked #11.

Brighton Jones LLC first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.7M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Brighton Jones LLC held 161,066 shares of iShares Russell 1000 ETF worth $57.4M as of Q1 2026.
Brighton Jones LLC sold 5,002 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.86M.
iShares Russell 1000 ETF made up 2.42% of Brighton Jones LLC's portfolio in Q1 2026, its #11 holding.
Brighton Jones LLC first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
Brighton Jones LLC's iShares Russell 1000 ETF position peaked at $64.7M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.