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Brooklyn Investment Group’s iShares Russell 1000 ETF IWB Stock Holding History

Brooklyn Investment 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 		$211K Buy
+593
New +$221K 0.01% 1673
2025
Q4 		– Sell
-1,386
Closed -$468K – 1531
2025
Q3 		$468K Hold
1,386
– – 0.06% 297
2025
Q2 		$471K Buy
1,386
+1,277
+1,172% +$401K 0.06% 307
2025
Q1 		$33.4K Buy
+109
New +$35.2K 0.01% 947

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brooklyn Investment Group's IWB Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 593 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #1673 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in IWB as recently as Q3 2025.

Brooklyn Investment Group first reported a position in IWB in Q1 2025 and has held it in 4 quarters since. The position peaked at $471K in Q2 2025. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Brooklyn Investment Group held 593 shares of iShares Russell 1000 ETF worth $211K as of Q1 2026.
  • iShares Russell 1000 ETF was a new Brooklyn Investment Group position in Q1 2026.
  • iShares Russell 1000 ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1673 holding.
  • Brooklyn Investment Group first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 4 quarters since.
  • Brooklyn Investment Group's iShares Russell 1000 ETF position peaked at $471K in Q2 2025.
  • 1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.