Empirical Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Empirical Wealth 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 Q2	$4.9M	Hold	11,966	–	–	0.07%	163
2026 Q1	$4.27M	Buy	11,966 +272	+2%	+$101K	0.07%	165
2025 Q4	$4.37M	Buy	11,694 +4,148	+55%	+$1.54M	0.08%	156
2025 Q3	$2.76M	Hold	7,546	–	–	0.06%	203
2025 Q2	$2.56M	Sell	7,546 -18,061	-71%	-$5.67M	0.06%	204
2025 Q1	$7.85M	Buy	25,607 +19,477	+318%	+$6.3M	0.2%	98
2024 Q4	$1.97M	Buy	6,130 +407	+7%	+$132K	0.05%	198
2024 Q3	$1.8M	Buy	5,723 +1	+0%	+$303	0.05%	201
2024 Q2	$1.7M	Sell	5,722 -16	-0.3%	-$4.59K	0.05%	199
2024 Q1	$1.65M	Buy	5,738 +674	+13%	+$185K	0.05%	203
2023 Q4	$1.33M	Sell	5,064 -477	-9%	-$117K	0.04%	214
2023 Q3	$1.3M	Sell	5,541 -60	-1%	-$14.7K	0.05%	200
2023 Q2	$1.37M	Hold	5,601	–	–	0.05%	199
2023 Q1	$1.26M	Sell	5,601 -300	-5%	-$66K	0.05%	185
2022 Q4	$1.24M	Hold	5,901	–	–	0.06%	179
2022 Q3	$1.16M	Sell	5,901 -374	-6%	-$82K	0.06%	187
2022 Q2	$1.3M	Sell	6,275 -210	-3%	-$47.5K	0.07%	174
2022 Q1	$1.62M	Sell	6,485 -47	-0.7%	-$11.6K	0.08%	153
2021 Q4	$1.73M	Sell	6,532 -176	-3%	-$45.3K	0.09%	149
2021 Q3	$1.62M	Buy	6,708 +436	+7%	+$108K	0.09%	135
2021 Q2	$1.52M	Sell	6,272 -30	-0.5%	-$7.07K	0.09%	137
2021 Q1	$1.41M	Hold	6,302	–	–	0.11%	125
2020 Q4	$1.33M	Sell	6,302 -193	-3%	-$38.5K	0.1%	129
2020 Q3	$1.22M	Sell	6,495 -201	-3%	-$37.1K	0.1%	125
2020 Q2	$1.15M	Sell	6,696 -159	-2%	-$25.7K	0.11%	119
2020 Q1	$970K	Sell	6,855 -759	-10%	-$128K	0.11%	116
2019 Q4	$1.36M	Sell	7,614 -71	-0.9%	-$12.1K	0.15%	99
2019 Q3	$1.26M	Buy	7,685 +2,166	+39%	+$355K	0.15%	100
2019 Q2	$898K	Hold	5,519	–	–	0.12%	110
2019 Q1	$868K	Hold	5,519	–	–	0.13%	101
2018 Q4	$765K	Buy	5,519 +2,000	+57%	+$299K	0.13%	93
2018 Q3	$569K	Buy	3,519 +1,500	+74%	+$238K	0.1%	111
2018 Q2	$307K	Hold	2,019	–	–	0.06%	149
2018 Q1	$297K	Hold	2,019	–	–	0.06%	136
2017 Q4	$300K	Buy	+2,019	New	+$292K	0.06%	116

Other funds holding IWB

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

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

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Empirical Wealth Management's IWB Position: Q2 2026 in Review

Empirical Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 11,966 shares worth $4.9M. The position accounts for 0.07% of the portfolio, ranked #163.

Empirical Wealth Management first reported a position in IWB in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.85M in Q1 2025. 503 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Empirical Wealth Management held 11,966 shares of iShares Russell 1000 ETF worth $4.9M as of Q2 2026.
Empirical Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of Empirical Wealth Management's portfolio in Q2 2026, its #163 holding.
Empirical Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 35 quarters since.
Empirical Wealth Management's iShares Russell 1000 ETF position peaked at $7.85M in Q1 2025.
503 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.