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

Disciplined 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	$428K	Hold	1,045	–	–	0.14%	98
2026 Q1	$373K	Buy	1,045 +400	+62%	+$149K	0.13%	97
2025 Q4	$241K	Hold	645	–	–	0.09%	111
2025 Q3	$236K	Hold	645	–	–	0.09%	116
2025 Q2	$219K	Buy	+645	New	+$202K	0.09%	116
2025 Q1	–	Sell	-736	Closed	-$237K	–	128
2024 Q4	$237K	Buy	736 +60	+9%	+$19.4K	0.12%	116
2024 Q3	$213K	Hold	676	–	–	0.1%	108
2024 Q2	$201K	Buy	+676	New	+$194K	0.11%	119
2023 Q3	–	Sell	-676	Closed	-$165K	–	821
2023 Q2	$165K	Sell	676 -3,331	-83%	-$767K	0.09%	124
2023 Q1	$902K	Hold	4,007	–	–	0.38%	66
2022 Q4	$844K	Buy	4,007 +183	+5%	+$38.7K	0.41%	61
2022 Q3	$755K	Hold	3,824	–	–	0.35%	70
2022 Q2	$794K	Sell	3,824 -321	-8%	-$72.5K	0.36%	69
2022 Q1	$1.04M	Hold	4,145	–	–	0.43%	60
2021 Q4	$1.1M	Hold	4,145	–	–	0.48%	52
2021 Q3	$1M	Hold	4,145	–	–	0.49%	52
2021 Q2	$1M	Buy	4,145 +331	+9%	+$78K	0.52%	50
2021 Q1	$854K	Sell	3,814 -226	-6%	-$49.5K	0.5%	52
2020 Q4	$856K	Sell	4,040 -304	-7%	-$60.7K	0.57%	47
2020 Q3	$813K	Sell	4,344 -159	-4%	-$29.4K	0.6%	50
2020 Q2	$773K	Hold	4,503	–	–	0.6%	46
2020 Q1	$637K	Hold	4,503	–	–	0.61%	48
2019 Q4	$803K	Buy	+4,503	New	+$768K	0.68%	38

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

Disciplined Investments's IWB Position: Q2 2026 in Review

Disciplined Investments held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,045 shares worth $428K. The position accounts for 0.14% of the portfolio, ranked #98.

Disciplined Investments first reported a position in IWB in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.1M in Q4 2021. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Disciplined Investments held 1,045 shares of iShares Russell 1000 ETF worth $428K as of Q2 2026.
Disciplined Investments left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.14% of Disciplined Investments's portfolio in Q2 2026, its #98 holding.
Disciplined Investments first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 23 quarters since.
Disciplined Investments's iShares Russell 1000 ETF position peaked at $1.1M in Q4 2021.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.