Glass Jacobson Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Glass Jacobson Investment 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	$303K	Sell	851 -101	-11%	-$37.6K	0.1%	155
2025 Q4	$356K	Hold	952	–	–	0.13%	142
2025 Q3	$348K	Buy	952 +51	+6%	+$18K	0.13%	142
2025 Q2	$306K	Sell	901 -107	-11%	-$33.6K	0.12%	146
2025 Q1	$325K	Hold	1,008	–	–	0.11%	186
2024 Q4	$325K	Buy	1,008 +17	+2%	+$5.51K	0.11%	186
2024 Q3	$312K	Buy	991 +13	+1%	+$3.94K	0.1%	185
2024 Q2	$291K	Buy	978 +1	+0.1%	+$287	0.11%	186
2024 Q1	$281K	Sell	977 -19	-2%	-$5.21K	0.11%	185
2023 Q4	$261K	Buy	996 +237	+31%	+$58K	0.11%	179
2023 Q3	$178K	Buy	759 +10	+1%	+$2.45K	0.08%	212
2023 Q2	$182K	Buy	+749	New	+$172K	0.08%	200
2022 Q4	$26.6K	Buy	+126	New	+$26.7K	0.01%	402

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

Glass Jacobson Investment Advisors's IWB Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q1 2026, selling an estimated $37.6K and leaving 851 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #155.

Glass Jacobson Investment Advisors first reported a position in IWB in Q4 2022 and has held it in 13 quarters since. The position peaked at $356K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Glass Jacobson Investment Advisors held 851 shares of iShares Russell 1000 ETF worth $303K as of Q1 2026.
Glass Jacobson Investment Advisors sold 101 iShares Russell 1000 ETF shares in Q1 2026, an estimated $37.6K.
iShares Russell 1000 ETF made up 0.1% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #155 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's iShares Russell 1000 ETF position peaked at $356K in Q4 2025.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.