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 Q2	$103K	Hold	252	–	–	0.02%	306
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown, Lisle/Cummings's IWB Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 252 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #306.

Brown, Lisle/Cummings first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Brown, Lisle/Cummings held 252 shares of iShares Russell 1000 ETF worth $103K as of Q2 2026.
Brown, Lisle/Cummings left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.02% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #306 holding.
Brown, Lisle/Cummings first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.