EK
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Evensky & Katz’s iShares Russell 1000 ETF IWB Stock Holding History

Evensky & Katz’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 		$3.5M Sell
9,819
-104
-1% -$38.8K 0.2% 34
2025
Q4 		$3.71M Buy
9,923
+11
+0.1% +$4.07K 0.21% 34
2025
Q3 		$3.62M Sell
9,912
-43
-0.4% -$15.1K 0.21% 35
2025
Q2 		$3.38M Buy
9,955
+25
+0.3% +$7.85K 0.21% 33
2025
Q1 		$3.05M Sell
9,930
-335
-3% -$108K 0.2% 34
2024
Q4 		$3.31M Buy
10,265
+64
+0.6% +$20.7K 0.22% 33
2024
Q3 		$3.21M Buy
10,201
+35
+0.3% +$10.6K 0.21% 36
2024
Q2 		$3.02M Sell
10,166
-25
-0.2% -$7.18K 0.21% 36
2024
Q1 		$2.94M Sell
10,191
-633
-6% -$173K 0.21% 35
2023
Q4 		$2.84M Buy
10,824
+86
+0.8% +$21.1K 0.21% 36
2023
Q3 		$2.52M Sell
10,738
-1,081
-9% -$265K 0.22% 32
2023
Q2 		$2.88M Sell
11,819
-26
-0.2% -$5.99K 0.22% 33
2023
Q1 		$2.67M Buy
11,845
+44
+0.4% +$9.68K 0.22% 33
2022
Q4 		$2.48M Buy
11,801
+83
+0.7% +$17.6K 0.22% 35
2022
Q3 		$2.31M Buy
11,718
+38
+0.3% +$8.33K 0.27% 31
2022
Q2 		$2.43M Sell
11,680
-315
-3% -$71.2K 0.28% 30
2022
Q1 		$3M Buy
11,995
+36
+0.3% +$8.89K 0.3% 28
2021
Q4 		$3.16M Buy
11,959
+51
+0.4% +$13.1K 0.3% 29
2021
Q3 		$2.88M Sell
11,908
-60
-0.5% -$14.9K 0.3% 28
2021
Q2 		$2.9M Buy
11,968
+40
+0.3% +$9.42K 0.3% 29
2021
Q1 		$2.67M Buy
11,928
+147
+1% +$32.2K 0.3% 29
2020
Q4 		$2.5M Buy
11,781
+44
+0.4% +$8.78K 0.31% 26
2020
Q3 		$2.2M Sell
11,737
-126
-1% -$23.3K 0.3% 29
2020
Q2 		$2.04M Buy
11,863
+62
+0.5% +$10K 0.29% 29
2020
Q1 		$1.67M Sell
11,801
-65
-0.5% -$11K 0.26% 33
2019
Q4 		$2.12M Sell
11,866
-198
-2% -$33.8K 0.29% 32
2019
Q3 		$1.99M Sell
12,064
-27
-0.2% -$4.43K 0.27% 38
2019
Q2 		$1.97M Buy
12,091
+64
+0.5% +$10.2K 0.27% 35
2019
Q1 		$1.89M Sell
12,027
-120
-1% -$18.1K 0.26% 36
2018
Q4 		$1.68M Buy
12,147
+129
+1% +$19.3K 0.28% 33
2018
Q3 		$1.94M Buy
12,018
+53
+0.4% +$8.41K 0.29% 26
2018
Q2 		$1.82M Hold
11,965
– – 0.32% 21
2018
Q1 		$1.76M Buy
11,965
+51
+0.4% +$7.75K 0.3% 23
2017
Q4 		$1.77M Buy
11,914
+69
+0.6% +$9.99K 0.29% 23
2017
Q3 		$1.66M Buy
11,845
+29
+0.2% +$3.98K 0.29% 24
2017
Q2 		$1.6M Sell
11,816
-31
-0.3% -$4.14K 0.29% 23
2017
Q1 		$1.47M Hold
11,847
– – 0.27% 23
2016
Q4 		$1.47M Sell
11,847
-79
-0.7% -$9.61K 0.28% 24
2016
Q3 		$1.44M Sell
11,926
-50
-0.4% -$6.01K 0.29% 24
2016
Q2 		$1.4M Sell
11,976
-29
-0.2% -$3.34K 0.31% 24
2016
Q1 		$1.37M Sell
12,005
-61
-0.5% -$6.59K 0.32% 25
2015
Q4 		$1.37M Sell
12,066
-32
-0.3% -$3.66K 0.33% 27
2015
Q3 		$1.29M Buy
12,098
+21
+0.2% +$2.38K 0.36% 25
2015
Q2 		$1.4M Buy
12,077
+18
+0.1% +$2.12K 0.37% 25
2015
Q1 		$1.4M Buy
12,059
+7,848
+186% +$906K 0.38% 25
2014
Q4 		$482K Sell
4,211
-7,810
-65% -$876K 0.14% 29
2014
Q3 		$1.32M Buy
12,021
+7,846
+188% +$867K 0.4% 24
2014
Q2 		$459K Buy
4,175
+17
+0.4% +$1.81K 0.17% 16
2014
Q1 		$435K Sell
4,158
-544
-12% -$56K 0.17% 16
2013
Q4 		$442K Hold
4,702
– – 0.17% 15
2013
Q3 		$442K Sell
4,702
-311
-6% -$29.1K 0.18% 15
2013
Q2 		$450K Buy
+5,013
New +$449K 0.2% 14

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Evensky & Katz's IWB Position: Q1 2026 in Review

Evensky & Katz reduced its iShares Russell 1000 ETF (IWB) stake by 1% in Q1 2026, selling an estimated $38.8K and leaving 9,819 shares worth $3.5M. The position accounts for 0.2% of the portfolio, ranked #34.

Evensky & Katz first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.71M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Evensky & Katz held 9,819 shares of iShares Russell 1000 ETF worth $3.5M as of Q1 2026.
  • Evensky & Katz sold 104 iShares Russell 1000 ETF shares in Q1 2026, an estimated $38.8K.
  • iShares Russell 1000 ETF made up 0.2% of Evensky & Katz's portfolio in Q1 2026, its #34 holding.
  • Evensky & Katz first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Evensky & Katz's iShares Russell 1000 ETF position peaked at $3.71M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.