Constellation Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Constellation Investments’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	$41.5M	Hold	101,441	–	–	1.3%	12
2026 Q1	$36.2M	Hold	101,441	–	–	1.2%	12
2025 Q4	$37.9M	Hold	101,441	–	–	1.17%	12
2025 Q3	$37.1M	Hold	101,441	–	–	1.73%	12
2025 Q2	$34.4M	Hold	101,441	–	–	1.59%	12
2025 Q1	$31.1M	Sell	101,441 -464,000	-82%	-$150M	1.48%	14
2024 Q4	$182M	Buy	+565,441	New	+$183M	8.29%	4

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Constellation Investments's IWB Position: Q2 2026 in Review

Constellation Investments held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 101,441 shares worth $41.5M. The position accounts for 1.3% of the portfolio, ranked #12.

Constellation Investments first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $182M in Q4 2024. 408 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Constellation Investments held 101,441 shares of iShares Russell 1000 ETF worth $41.5M as of Q2 2026.
Constellation Investments left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 1.3% of Constellation Investments's portfolio in Q2 2026, its #12 holding.
Constellation Investments first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
Constellation Investments's iShares Russell 1000 ETF position peaked at $182M in Q4 2024.
408 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Constellation Investments's 13F filing for Q2 2026, filed 17 Jul 2026.