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Delta Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Delta Investment 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 		$652K Hold
1,829
– – 0.12% 122
2025
Q4 		$683K Hold
1,829
– – 0.12% 129
2025
Q3 		$668K Hold
1,829
– – 0.12% 118
2025
Q2 		$621K Hold
1,829
– – 0.12% 114
2025
Q1 		$561K Hold
1,829
– – 0.11% 109
2024
Q4 		$589K Hold
1,829
– – 0.11% 114
2024
Q3 		$575K Hold
1,829
– – 0.12% 109
2024
Q2 		$544K Hold
1,829
– – 0.12% 105
2024
Q1 		$527K Buy
1,829
+6
+0.3% +$1.64K 0.12% 114
2023
Q4 		$478K Buy
1,823
+14
+0.8% +$3.43K 0.12% 114
2023
Q3 		$425K Hold
1,809
– – 0.12% 105
2023
Q2 		$441K Buy
1,809
+5
+0.3% +$1.15K 0.12% 103
2023
Q1 		$406K Sell
1,804
-365
-17% -$80.3K 0.12% 104
2022
Q4 		$457K Buy
2,169
+8
+0.4% +$1.69K 0.15% 98
2022
Q3 		$426K Buy
2,161
+9
+0.4% +$1.97K 0.18% 86
2022
Q2 		$447K Buy
2,152
+5
+0.2% +$1.13K 0.2% 80
2022
Q1 		$537K Buy
2,147
+6
+0.3% +$1.48K 0.16% 75
2021
Q4 		$566K Buy
2,141
+5
+0.2% +$1.29K 0.16% 92
2021
Q3 		$516K Buy
2,136
+6
+0.3% +$1.49K 0.16% 97
2021
Q2 		$516K Buy
2,130
+4
+0.2% +$942 0.15% 101
2021
Q1 		$476K Sell
2,126
-108
-5% -$23.6K 0.15% 100
2020
Q4 		$473K Buy
2,234
+6
+0.3% +$1.2K 0.15% 107
2020
Q3 		$416K Buy
2,228
+7
+0.3% +$1.29K 0.23% 73
2020
Q2 		$381K Buy
2,221
+6
+0.3% +$971 0.16% 90
2020
Q1 		$313K Buy
2,215
+10
+0.5% +$1.69K 0.24% 52
2019
Q4 		$393K Buy
2,205
+122
+6% +$20.8K 0.14% 83
2019
Q3 		$342K Buy
2,083
+7
+0.3% +$1.15K 0.18% 68
2019
Q2 		$337K Buy
2,076
+9
+0.4% +$1.44K 0.19% 55
2019
Q1 		$325K Sell
2,067
-1,681
-45% -$254K 0.28% 43
2018
Q4 		$519K Buy
+3,748
New +$561K 0.49% 20

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Delta Investment Management's IWB Position: Q1 2026 in Review

Delta Investment Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,829 shares worth $652K. The position accounts for 0.12% of the portfolio, ranked #122.

Delta Investment Management first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $683K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Delta Investment Management held 1,829 shares of iShares Russell 1000 ETF worth $652K as of Q1 2026.
  • Delta Investment Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.12% of Delta Investment Management's portfolio in Q1 2026, its #122 holding.
  • Delta Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Delta Investment Management's iShares Russell 1000 ETF position peaked at $683K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.