Fayez Sarofim & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Fayez Sarofim & Co’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	$234K	Sell	571 -386	-40%	-$153K	﹤0.01%	284
2026 Q1	$341K	Sell	957 -863	-47%	-$322K	﹤0.01%	252
2025 Q4	$680K	Buy	1,820 +1,252	+220%	+$464K	﹤0.01%	201
2025 Q3	$208K	Buy	+568	New	+$200K	﹤0.01%	299
2025 Q2	–	Sell	-1,344	Closed	-$413K	–	315
2025 Q1	$413K	Buy	1,344 +627	+87%	+$203K	﹤0.01%	246
2024 Q4	$231K	Buy	717 +66	+10%	+$21.4K	﹤0.01%	296
2024 Q3	$205K	Buy	+651	New	+$197K	﹤0.01%	282

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

Fayez Sarofim & Co's IWB Position: Q2 2026 in Review

Fayez Sarofim & Co reduced its iShares Russell 1000 ETF (IWB) stake by 40% in Q2 2026, selling an estimated $153K and leaving 571 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Fayez Sarofim & Co first reported a position in IWB in Q3 2024 and has held it in 7 quarters since. The position peaked at $680K in Q4 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Fayez Sarofim & Co held 571 shares of iShares Russell 1000 ETF worth $234K as of Q2 2026.
Fayez Sarofim & Co sold 386 iShares Russell 1000 ETF shares in Q2 2026, an estimated $153K.
iShares Russell 1000 ETF made up ﹤0.01% of Fayez Sarofim & Co's portfolio in Q2 2026, its #284 holding.
Fayez Sarofim & Co first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 7 quarters since.
Fayez Sarofim & Co's iShares Russell 1000 ETF position peaked at $680K in Q4 2025.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fayez Sarofim & Co's 13F filing for Q2 2026, filed 17 Aug 2026.