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 Q2	–	Sell	-3,000	Closed	-$1.07M	–	22
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

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

Chandler Asset Management's IWB Position: Q2 2026 in Review

Chandler Asset Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 3,000 shares — an estimated $1.07M sold.

Chandler Asset Management first reported a position in IWB in Q3 2018 and held it in 31 quarters. The position peaked at $1.57M in Q3 2024. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Chandler Asset Management reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
Chandler Asset Management sold 3,000 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.07M.
Chandler Asset Management first reported a position in iShares Russell 1000 ETF in Q3 2018 and held it in 31 quarters.
Chandler Asset Management's iShares Russell 1000 ETF position peaked at $1.57M in Q3 2024.
1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Chandler Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.