Chandler Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Chandler Asset Management’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	$1.07M	Hold	3,000	–	–	0.16%	23
2025 Q4	$1.12M	Hold	3,000	–	–	0.18%	20
2025 Q3	$1.1M	Hold	3,000	–	–	0.18%	20
2025 Q2	$1.02M	Hold	3,000	–	–	0.18%	20
2025 Q1	$920K	Hold	3,000	–	–	0.17%	21
2024 Q4	$966K	Sell	3,000 -2,000	-40%	-$648K	0.18%	19
2024 Q3	$1.57M	Hold	5,000	–	–	0.3%	14
2024 Q2	$1.49M	Hold	5,000	–	–	0.3%	14
2024 Q1	$1.44M	Hold	5,000	–	–	0.29%	15
2023 Q4	$1.31M	Hold	5,000	–	–	0.3%	15
2023 Q3	$1.17M	Hold	5,000	–	–	0.29%	16
2023 Q2	$1.22M	Hold	5,000	–	–	0.32%	15
2023 Q1	$1.13M	Hold	5,000	–	–	0.27%	18
2022 Q4	$987K	Hold	5,000	–	–	0.28%	17
2022 Q3	$987K	Hold	5,000	–	–	0.28%	17
2022 Q2	$1.04M	Hold	5,000	–	–	0.29%	17
2022 Q1	$1.25M	Hold	5,000	–	–	0.31%	17
2021 Q4	$1.32M	Hold	5,000	–	–	0.31%	17
2021 Q3	$1.21M	Hold	5,000	–	–	0.32%	16
2021 Q2	$1.21M	Hold	5,000	–	–	0.32%	16
2021 Q1	$1.12M	Sell	5,000 -2,414	-33%	-$529K	0.32%	17
2020 Q4	$1.57M	Hold	7,414	–	–	0.49%	14
2020 Q3	$1.39M	Hold	7,414	–	–	0.5%	14
2020 Q2	$1.27M	Hold	7,414	–	–	0.55%	13
2020 Q1	$1.05M	Hold	7,414	–	–	0.55%	13
2019 Q4	$1.32M	Hold	7,414	–	–	0.55%	13
2019 Q3	$1.22M	Hold	7,414	–	–	0.55%	13
2019 Q2	$1.21M	Hold	7,414	–	–	0.75%	12
2019 Q1	$1.17M	Hold	7,414	–	–	0.76%	12
2018 Q4	$1.2M	Hold	7,414	–	–	0.82%	12
2018 Q3	$1.2M	Buy	+7,414	New	+$1.18M	0.82%	12

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

Chandler Asset Management's IWB Position: Q1 2026 in Review

Chandler Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 3,000 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #23.

Chandler Asset Management first reported a position in IWB in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.57M in Q3 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Chandler Asset Management held 3,000 shares of iShares Russell 1000 ETF worth $1.07M as of Q1 2026.
Chandler Asset Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.16% of Chandler Asset Management's portfolio in Q1 2026, its #23 holding.
Chandler Asset Management first reported a position in iShares Russell 1000 ETF in Q3 2018 and has held it in 31 quarters since.
Chandler Asset Management's iShares Russell 1000 ETF position peaked at $1.57M in Q3 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Chandler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.