Cortland Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Cortland Associates’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	$1.24M	Hold	3,038	–	–	0.18%	35
2026 Q1	$1.08M	Hold	3,038	–	–	0.16%	33
2025 Q4	$1.14M	Hold	3,038	–	–	0.14%	32
2025 Q3	$1.11M	Hold	3,038	–	–	0.13%	34
2025 Q2	$1.03M	Hold	3,038	–	–	0.12%	34
2025 Q1	$932K	Hold	3,038	–	–	0.11%	33
2024 Q4	$979K	Hold	3,038	–	–	0.11%	33
2024 Q3	$955K	Sell	3,038 -142	-4%	-$43K	0.12%	32
2024 Q2	$946K	Hold	3,180	–	–	0.12%	32
2024 Q1	$916K	Sell	3,180 -65	-2%	-$17.8K	0.12%	32
2023 Q4	$851K	Sell	3,245 -30	-0.9%	-$7.34K	0.12%	32
2023 Q3	$769K	Hold	3,275	–	–	0.12%	31
2023 Q2	$798K	Hold	3,275	–	–	0.13%	31
2023 Q1	$738K	Hold	3,275	–	–	0.12%	32
2022 Q4	$689K	Hold	3,275	–	–	0.11%	33
2022 Q3	$646K	Hold	3,275	–	–	0.12%	33
2022 Q2	$680K	Hold	3,275	–	–	0.11%	35
2022 Q1	$819K	Hold	3,275	–	–	0.1%	34
2021 Q4	$866K	Hold	3,275	–	–	0.09%	34
2021 Q3	$792K	Hold	3,275	–	–	0.09%	35
2021 Q2	$793K	Hold	3,275	–	–	0.08%	35
2021 Q1	$733K	Hold	3,275	–	–	0.08%	36
2020 Q4	$694K	Hold	3,275	–	–	0.08%	33
2020 Q3	$613K	Hold	3,275	–	–	0.08%	34
2020 Q2	$562K	Hold	3,275	–	–	0.08%	32
2020 Q1	$464K	Hold	3,275	–	–	0.09%	31
2019 Q4	$584K	Buy	3,275 +675	+26%	+$115K	0.08%	32
2019 Q3	$428K	Sell	2,600 -675	-21%	-$111K	0.08%	34
2019 Q2	$533K	Hold	3,275	–	–	0.08%	31
2019 Q1	$515K	Hold	3,275	–	–	0.08%	32
2018 Q4	$454K	Hold	3,275	–	–	0.08%	34
2018 Q3	$530K	Hold	3,275	–	–	0.08%	35
2018 Q2	$498K	Hold	3,275	–	–	0.08%	34
2018 Q1	$481K	Hold	3,275	–	–	0.08%	36
2017 Q4	$487K	Hold	3,275	–	–	0.09%	37
2017 Q3	$458K	Hold	3,275	–	–	0.09%	32
2017 Q2	$443K	Hold	3,275	–	–	0.09%	34
2017 Q1	$430K	Hold	3,275	–	–	0.09%	36
2016 Q4	$408K	Hold	3,275	–	–	0.08%	40
2016 Q3	$395K	Hold	3,275	–	–	0.08%	41
2016 Q2	$383K	Hold	3,275	–	–	0.08%	27
2016 Q1	$374K	Hold	3,275	–	–	0.08%	27
2015 Q4	$371K	Hold	3,275	–	–	0.07%	28
2015 Q3	$351K	Hold	3,275	–	–	0.08%	25
2015 Q2	$380K	Hold	3,275	–	–	0.08%	24
2015 Q1	$379K	Hold	3,275	–	–	0.08%	25
2014 Q4	$375K	Hold	3,275	–	–	0.08%	25
2014 Q3	$360K	Hold	3,275	–	–	0.09%	24
2014 Q2	$361K	Hold	3,275	–	–	0.07%	23
2014 Q1	$343K	Hold	3,275	–	–	0.07%	25
2013 Q4	$338K	Hold	3,275	–	–	0.07%	26
2013 Q3	$308K	Hold	3,275	–	–	0.07%	28
2013 Q2	$295K	Buy	+3,275	New	+$293K	0.07%	27

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Cortland Associates's IWB Position: Q2 2026 in Review

Cortland Associates held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,038 shares worth $1.24M. The position accounts for 0.18% of the portfolio, ranked #35.

Cortland Associates first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 760 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cortland Associates held 3,038 shares of iShares Russell 1000 ETF worth $1.24M as of Q2 2026.
Cortland Associates left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.18% of Cortland Associates's portfolio in Q2 2026, its #35 holding.
Cortland Associates first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
760 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cortland Associates's 13F filing for Q2 2026, filed 28 Jul 2026.