Burk Holdings’s iShares Russell 1000 ETF IWB Stock Holding History

Burk Holdings’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	$831	Hold	2	–	–	﹤0.01%	596
2026 Q1	$724	Buy	+2	New	+$745	﹤0.01%	625

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 29.2% 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

Burk Holdings's IWB Position: Q2 2026 in Review

Burk Holdings held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2 shares worth $831. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Burk Holdings first reported a position in IWB in Q1 2026 and has held it in 2 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Burk Holdings held 2 shares of iShares Russell 1000 ETF worth $831 as of Q2 2026.
Burk Holdings left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #596 holding.
Burk Holdings first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 2 quarters since.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.