Eukles Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Eukles Asset 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	$45.5K	Sell	111 -336	-75%	-$133K	0.02%	100
2026 Q1	$159K	Hold	447	–	–	0.07%	84
2025 Q4	$167K	Hold	447	–	–	0.06%	83
2025 Q3	$163K	Hold	447	–	–	0.06%	85
2025 Q2	$152K	Buy	447 +59	+15%	+$18.5K	0.06%	86
2025 Q1	$119K	Buy	388 +111	+40%	+$35.9K	0.05%	87
2024 Q4	$89.2K	Sell	277 -38	-12%	-$12.3K	0.04%	95
2024 Q3	$99K	Hold	315	–	–	0.04%	93
2024 Q2	$93.7K	Buy	315 +52	+20%	+$14.9K	0.04%	92
2024 Q1	$75.8K	Hold	263	–	–	0.03%	101
2023 Q4	$69K	Hold	263	–	–	0.03%	105
2023 Q3	$61.8K	Buy	263 +93	+55%	+$22.8K	0.03%	104
2023 Q2	$41.4K	Buy	170 +65	+62%	+$15K	0.02%	112
2023 Q1	$23.6K	Hold	105	–	–	0.01%	120
2022 Q4	$22K	Hold	105	–	–	0.01%	121
2022 Q3	$21K	Buy	+105	New	+$23K	0.01%	118

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 29.2% 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

Eukles Asset Management's IWB Position: Q2 2026 in Review

Eukles Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 75% in Q2 2026, selling an estimated $133K and leaving 111 shares worth $45.5K. The position accounts for 0.02% of the portfolio, ranked #100.

Eukles Asset Management first reported a position in IWB in Q3 2022 and has held it in 16 quarters since. The position peaked at $167K in Q4 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Eukles Asset Management held 111 shares of iShares Russell 1000 ETF worth $45.5K as of Q2 2026.
Eukles Asset Management sold 336 iShares Russell 1000 ETF shares in Q2 2026, an estimated $133K.
iShares Russell 1000 ETF made up 0.02% of Eukles Asset Management's portfolio in Q2 2026, its #100 holding.
Eukles Asset Management first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 16 quarters since.
Eukles Asset Management's iShares Russell 1000 ETF position peaked at $167K in Q4 2025.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Eukles Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.