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

Fisher 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	$2.02M	Sell	4,924 -135	-3%	-$53.5K	﹤0.01%	588
2026 Q1	$1.8M	Sell	5,059 -1,355	-21%	-$505K	﹤0.01%	586
2025 Q4	$2.4M	Buy	6,414 +1,045	+19%	+$387K	﹤0.01%	543
2025 Q3	$1.96M	Sell	5,369 -416	-7%	-$147K	﹤0.01%	575
2025 Q2	$1.97M	Buy	5,785 +969	+20%	+$304K	﹤0.01%	576
2025 Q1	$1.48M	Buy	4,816 +246	+5%	+$79.5K	﹤0.01%	620
2024 Q4	$1.47M	Buy	4,570 +1,583	+53%	+$513K	﹤0.01%	621
2024 Q3	$939K	Buy	2,987 +2,186	+273%	+$662K	﹤0.01%	667
2024 Q2	$238K	Buy	+801	New	+$230K	﹤0.01%	922
2024 Q1	–	Sell	-1,317	Closed	-$346K	–	1007
2023 Q4	$346K	Buy	+1,317	New	+$322K	﹤0.01%	841
2023 Q3	–	Sell	-1,038	Closed	-$253K	–	1221
2023 Q2	$253K	Buy	+1,038	New	+$239K	﹤0.01%	981
2021 Q1	–	Sell	-1,057	Closed	-$224K	–	947
2020 Q4	$224K	Buy	+1,057	New	+$211K	﹤0.01%	851
2018 Q1	–	Sell	-1,731	Closed	-$257K	–	797
2017 Q4	$257K	Buy	+1,731	New	+$251K	﹤0.01%	770
2014 Q3	–	Sell	-3,451	Closed	-$380K	–	559
2014 Q2	$380K	Buy	+3,451	New	+$367K	﹤0.01%	463
2013 Q4	–	Sell	-2,654	Closed	-$250K	–	534
2013 Q3	$250K	Hold	2,654	–	–	﹤0.01%	445
2013 Q2	$239K	Buy	+2,654	New	+$238K	﹤0.01%	442

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 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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

Fisher Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q2 2026, selling an estimated $53.5K and leaving 4,924 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Fisher Asset Management first reported a position in IWB in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.4M in Q4 2025. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Fisher Asset Management held 4,924 shares of iShares Russell 1000 ETF worth $2.02M as of Q2 2026.
Fisher Asset Management sold 135 iShares Russell 1000 ETF shares in Q2 2026, an estimated $53.5K.
iShares Russell 1000 ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #588 holding.
Fisher Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 16 quarters since.
Fisher Asset Management's iShares Russell 1000 ETF position peaked at $2.4M in Q4 2025.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.