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 Q2	$1.86M	Hold	4,535	–	–	0.11%	154
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

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 29.18% 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

Frank Rimerman Advisors's IWB Position: Q2 2026 in Review

Frank Rimerman Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 4,535 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #154.

Frank Rimerman Advisors first reported a position in IWB in Q2 2023 and has held it in 13 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Frank Rimerman Advisors held 4,535 shares of iShares Russell 1000 ETF worth $1.86M as of Q2 2026.
Frank Rimerman Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.11% of Frank Rimerman Advisors's portfolio in Q2 2026, its #154 holding.
Frank Rimerman Advisors first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 13 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.