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Family Management’s iShares Russell 1000 ETF IWB Stock Holding History

Family 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 		$166K Hold
405
– – 0.02% 281
2026
Q1 		$144K Hold
405
– – 0.02% 262
2025
Q4 		$151K Hold
405
– – 0.02% 241
2025
Q3 		$148K Hold
405
– – 0.02% 219
2025
Q2 		$138K Buy
405
+30
+8% +$9.42K 0.02% 191
2025
Q1 		$115K Hold
375
– – 0.02% 182
2024
Q4 		$121K Buy
375
+25
+7% +$8.1K 0.02% 169
2024
Q3 		$110K Hold
350
– – 0.02% 167
2024
Q2 		$104K Hold
350
– – 0.02% 151
2024
Q1 		$101K Buy
+350
New +$95.9K 0.02% 154
2023
Q1 		– Sell
-75
Closed -$15.8K – 161
2022
Q4 		$15.8K Buy
+75
New +$15.9K ﹤0.01% 161

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

Family Management's IWB Position: Q2 2026 in Review

Family Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 405 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #281.

Family Management first reported a position in IWB in Q4 2022 and has held it in 11 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Family Management held 405 shares of iShares Russell 1000 ETF worth $166K as of Q2 2026.
  • Family Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of Family Management's portfolio in Q2 2026, its #281 holding.
  • Family Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 11 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.