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 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

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

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

Fisher Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 21% in Q1 2026, selling an estimated $505K and leaving 5,059 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Fisher Asset Management first reported a position in IWB in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.4M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Fisher Asset Management held 5,059 shares of iShares Russell 1000 ETF worth $1.8M as of Q1 2026.
Fisher Asset Management sold 1,355 iShares Russell 1000 ETF shares in Q1 2026, an estimated $505K.
iShares Russell 1000 ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q1 2026, its #586 holding.
Fisher Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 15 quarters since.
Fisher Asset Management's iShares Russell 1000 ETF position peaked at $2.4M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.