Frank Rimerman Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Frank Rimerman Advisors’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	$1.62M	Hold	4,535	–	–	0.11%	153
2025 Q4	$1.69M	Hold	4,535	–	–	0.11%	144
2025 Q3	$1.66M	Hold	4,535	–	–	0.11%	143
2025 Q2	$1.54M	Hold	4,535	–	–	0.1%	148
2025 Q1	$1.39M	Hold	4,535	–	–	0.11%	154
2024 Q4	$1.46M	Hold	4,535	–	–	0.11%	141
2024 Q3	$1.43M	Hold	4,535	–	–	0.1%	162
2024 Q2	$1.35M	Hold	4,535	–	–	0.1%	168
2024 Q1	$1.31M	Hold	4,535	–	–	0.25%	45
2023 Q4	$1.19M	Hold	4,535	–	–	0.25%	43
2023 Q3	$1.07M	Hold	4,535	–	–	0.26%	43
2023 Q2	$1.11M	Buy	+4,535	New	+$1.04M	0.26%	43

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

Frank Rimerman Advisors's IWB Position: Q1 2026 in Review

Frank Rimerman Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 4,535 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #153.

Frank Rimerman Advisors first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.69M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Frank Rimerman Advisors held 4,535 shares of iShares Russell 1000 ETF worth $1.62M as of Q1 2026.
Frank Rimerman Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.11% of Frank Rimerman Advisors's portfolio in Q1 2026, its #153 holding.
Frank Rimerman Advisors first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's iShares Russell 1000 ETF position peaked at $1.69M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.