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

Evanson 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 Q1	$7.32M	Sell	20,523 -5	-0%	-$1.86K	0.39%	34
2025 Q4	$7.67M	Buy	20,528 +702	+4%	+$260K	0.41%	36
2025 Q3	$7.25M	Buy	19,826 +11	+0.1%	+$3.87K	0.41%	36
2025 Q2	$6.73M	Buy	19,815 +10	+0.1%	+$3.14K	0.42%	36
2025 Q1	$6.07M	Buy	19,805 +11	+0.1%	+$3.56K	0.43%	35
2024 Q4	$6.38M	Buy	19,794 +13	+0.1%	+$4.21K	0.44%	35
2024 Q3	$6.22M	Buy	19,781 +14	+0.1%	+$4.24K	0.44%	36
2024 Q2	$5.88M	Buy	19,767 +12	+0.1%	+$3.44K	0.43%	35
2024 Q1	$5.69M	Buy	19,755 +12	+0.1%	+$3.29K	0.42%	35
2023 Q4	$5.18M	Buy	19,743 +186	+1%	+$45.5K	0.42%	36
2023 Q3	$4.59M	Hold	19,557	–	–	0.42%	35
2023 Q2	$4.77M	Buy	19,557 +3,870	+25%	+$891K	0.43%	34
2023 Q1	$3.53M	Buy	15,687 +15	+0.1%	+$3.3K	0.35%	36
2022 Q4	$3.3M	Buy	15,672 +36	+0.2%	+$7.62K	0.35%	37
2022 Q3	$3.08M	Hold	15,636	–	–	0.36%	30
2022 Q2	$3.25M	Buy	15,636 +13	+0.1%	+$2.94K	0.36%	30
2022 Q1	$3.91M	Buy	15,623 +12	+0.1%	+$2.96K	0.38%	29
2021 Q4	$4.13M	Buy	15,611 +26	+0.2%	+$6.69K	0.37%	29
2021 Q3	$3.77M	Hold	15,585	–	–	0.39%	34
2021 Q2	$3.77M	Buy	15,585 +21	+0.1%	+$4.95K	0.39%	34
2021 Q1	$3.48M	Hold	15,564	–	–	0.51%	32
2020 Q4	$3.3M	Buy	15,564 +293	+2%	+$58.5K	0.52%	31
2020 Q3	$2.86M	Sell	15,271 -295	-2%	-$54.5K	0.52%	28
2020 Q2	$2.67M	Buy	15,566 +31	+0.2%	+$5.01K	0.53%	29
2020 Q1	$2.2M	Hold	15,535	–	–	0.52%	31
2019 Q4	$2.77M	Buy	15,535 +2,634	+20%	+$449K	0.54%	32
2019 Q3	$2.12M	Buy	12,901 +940	+8%	+$154K	0.44%	44
2019 Q2	$1.95M	Buy	11,961 +2,718	+29%	+$435K	0.39%	44
2019 Q1	$1.45M	Hold	9,243	–	–	0.3%	56
2018 Q4	$1.28M	Hold	9,243	–	–	0.29%	61
2018 Q3	$1.5M	Hold	9,243	–	–	0.3%	56
2018 Q2	$1.41M	Hold	9,243	–	–	0.28%	60
2018 Q1	$1.36M	Hold	9,243	–	–	0.28%	60
2017 Q4	$1.37M	Hold	9,243	–	–	0.28%	62
2017 Q3	$1.29M	Hold	9,243	–	–	0.28%	61
2017 Q2	$1.25M	Hold	9,243	–	–	0.29%	61
2017 Q1	$1.21M	Buy	9,243 +93	+1%	+$12K	0.3%	61
2016 Q4	$1.14M	Hold	9,150	–	–	0.32%	61
2016 Q3	$1.1M	Hold	9,150	–	–	0.31%	57
2016 Q2	$1.07M	Hold	9,150	–	–	0.32%	59
2016 Q1	$1.04M	Hold	9,150	–	–	0.36%	55
2015 Q4	$1.04M	Sell	9,150 -10	-0.1%	-$1.14K	0.38%	55
2015 Q3	$981K	Hold	9,160	–	–	0.37%	63
2015 Q2	$1.06M	Buy	9,160 +10	+0.1%	+$1.18K	0.37%	64
2015 Q1	$1.06M	Sell	9,150 -3,253	-26%	-$376K	0.38%	61
2014 Q4	$1.42M	Buy	12,403 +3,253	+36%	+$365K	0.53%	39
2014 Q3	$1M	Hold	9,150	–	–	0.41%	62
2014 Q2	$1.01M	Hold	9,150	–	–	0.39%	62
2014 Q1	$959K	Hold	9,150	–	–	0.42%	59
2013 Q4	$944K	Buy	+9,150	New	+$905K	0.42%	60

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Evanson Asset Management's IWB Position: Q1 2026 in Review

Evanson Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.02% in Q1 2026, selling an estimated $1.86K and leaving 20,523 shares worth $7.32M. The position accounts for 0.39% of the portfolio, ranked #34.

Evanson Asset Management first reported a position in IWB in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.67M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Evanson Asset Management held 20,523 shares of iShares Russell 1000 ETF worth $7.32M as of Q1 2026.
Evanson Asset Management sold 5 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.86K.
iShares Russell 1000 ETF made up 0.39% of Evanson Asset Management's portfolio in Q1 2026, its #34 holding.
Evanson Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 50 quarters since.
Evanson Asset Management's iShares Russell 1000 ETF position peaked at $7.67M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.