Brown, Lisle/Cummings’s iShares Russell 1000 ETF IWB Stock Holding History

Brown, Lisle/Cummings’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	$89.9K	Hold	252	–	–	0.02%	295
2025 Q4	$94.1K	Hold	252	–	–	0.02%	291
2025 Q3	$92.1K	Hold	252	–	–	0.02%	288
2025 Q2	$85.6K	Hold	252	–	–	0.02%	290
2025 Q1	$77.3K	Sell	252 -27	-10%	-$8.73K	0.02%	294
2024 Q4	$89.8K	Hold	279	–	–	0.03%	276
2024 Q3	$87.6K	Hold	279	–	–	0.03%	275
2024 Q2	$82.9K	Buy	279 +27	+11%	+$7.75K	0.03%	269
2024 Q1	$72.6K	Buy	252 +85	+51%	+$23.3K	0.02%	264
2023 Q4	$43.8K	Hold	167	–	–	0.02%	300
2023 Q3	$39.2K	Hold	167	–	–	0.02%	282
2023 Q2	$40.7K	Hold	167	–	–	0.02%	281
2023 Q1	$37.6K	Hold	167	–	–	0.02%	285
2022 Q4	$35.2K	Hold	167	–	–	0.02%	284
2022 Q3	$33K	Hold	167	–	–	0.02%	281
2022 Q2	$34.7K	Hold	167	–	–	0.02%	281
2022 Q1	$41.8K	Hold	167	–	–	0.02%	278
2021 Q4	$44.2K	Buy	+167	New	+$43K	0.02%	276

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

Brown, Lisle/Cummings's IWB Position: Q1 2026 in Review

Brown, Lisle/Cummings held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 252 shares worth $89.9K. The position accounts for 0.02% of the portfolio, ranked #295.

Brown, Lisle/Cummings first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $94.1K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Brown, Lisle/Cummings held 252 shares of iShares Russell 1000 ETF worth $89.9K as of Q1 2026.
Brown, Lisle/Cummings left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #295 holding.
Brown, Lisle/Cummings first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's iShares Russell 1000 ETF position peaked at $94.1K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.