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

Clark 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 		$436K Hold
1,065
– – 0.03% 169
2026
Q1 		$380K Hold
1,065
– – 0.04% 153
2025
Q4 		$398K Sell
1,065
-70
-6% -$25.9K 0.04% 141
2025
Q3 		$415K Sell
1,135
-112
-9% -$39.4K 0.05% 127
2025
Q2 		$423K Sell
1,247
-30
-2% -$9.42K 0.06% 117
2025
Q1 		$392K Buy
1,277
+553
+76% +$179K 0.07% 100
2024
Q4 		$233K Buy
724
+48
+7% +$15.5K 0.04% 124
2024
Q3 		$213K Hold
676
– – 0.05% 118
2024
Q2 		$201K Buy
+676
New +$194K 0.06% 94

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Clark Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,065 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #169.

Clark Asset Management first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Clark Asset Management held 1,065 shares of iShares Russell 1000 ETF worth $436K as of Q2 2026.
  • Clark Asset Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.03% of Clark Asset Management's portfolio in Q2 2026, its #169 holding.
  • Clark Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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