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Drake & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Drake & 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 		$504K Buy
1,230
+193
+19% +$76.5K 0.08% 73
2026
Q1 		$370K Sell
1,037
-42
-4% -$15.7K 0.07% 79
2025
Q4 		$403K Hold
1,079
– – 0.08% 86
2025
Q3 		$400K Sell
1,079
-4
-0.4% -$1.41K 0.08% 85
2025
Q2 		$368K Hold
1,083
– – 0.09% 82
2025
Q1 		$332K Hold
1,083
– – 0.09% 78
2024
Q4 		$359K Hold
1,083
– – 0.1% 72
2024
Q3 		$341K Hold
1,083
– – 0.11% 67
2024
Q2 		$322K Buy
1,083
+46
+4% +$13.2K 0.12% 56
2024
Q1 		$299K Buy
+1,037
New +$284K 0.11% 63

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Drake & Associates's IWB Position: Q2 2026 in Review

Drake & Associates increased its iShares Russell 1000 ETF (IWB) stake by 19% in Q2 2026, buying an estimated $76.5K and bringing the position to 1,230 shares worth $504K. The position accounts for 0.08% of the portfolio, ranked #73.

Drake & Associates first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Drake & Associates held 1,230 shares of iShares Russell 1000 ETF worth $504K as of Q2 2026.
  • Drake & Associates bought 193 iShares Russell 1000 ETF shares in Q2 2026, an estimated $76.5K.
  • iShares Russell 1000 ETF made up 0.08% of Drake & Associates's portfolio in Q2 2026, its #73 holding.
  • Drake & Associates first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.