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Glassman Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History

Glassman Wealth Services’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 		$15.3M Sell
42,852
-403
-0.9% -$150K 2.08% 8
2025
Q4 		$16.2M Sell
43,255
-761
-2% -$282K 2.18% 8
2025
Q3 		$16.1M Sell
44,016
-305
-0.7% -$107K 2.26% 8
2025
Q2 		$15.1M Sell
44,321
-191
-0.4% -$60K 2.31% 8
2025
Q1 		$13.7M Sell
44,512
-1,723
-4% -$557K 2.28% 8
2024
Q4 		$14.9M Sell
46,235
-358
-0.8% -$116K 2.51% 8
2024
Q3 		$14.6M Sell
46,593
-117
-0.3% -$35.4K 2.5% 8
2024
Q2 		$13.9M Sell
46,710
-842
-2% -$242K 2.56% 8
2024
Q1 		$13.7M Sell
47,552
-43
-0.1% -$11.8K 2.77% 7
2023
Q4 		$12.5M Sell
47,595
-878
-2% -$215K 1.77% 11
2023
Q3 		$11.4M Sell
48,473
-926
-2% -$227K 1.84% 11
2023
Q2 		$12M Sell
49,399
-1,068
-2% -$246K 1.94% 11
2023
Q1 		$11.4M Buy
50,467
+16
+0% +$3.52K 1.97% 11
2022
Q4 		$10.6M Sell
50,451
-3,660
-7% -$775K 1.96% 11
2022
Q3 		$10.7M Buy
54,111
+1,588
+3% +$348K 2.27% 11
2022
Q2 		$10.9M Sell
52,523
-2,180
-4% -$493K 2.25% 10
2022
Q1 		$13.7M Sell
54,703
-238
-0.4% -$58.8K 2.49% 9
2021
Q4 		$14.5M Sell
54,941
-1,584
-3% -$408K 2.67% 9
2021
Q3 		$13.7M Sell
56,525
-667
-1% -$166K 2.88% 7
2021
Q2 		$13.8M Sell
57,192
-409
-0.7% -$96.4K 2.9% 7
2021
Q1 		$12.9M Sell
57,601
-2,472
-4% -$541K 2.75% 7
2020
Q4 		$12.7M Sell
60,073
-2,176
-3% -$434K 2.94% 7
2020
Q3 		$11.7M Sell
62,249
-973
-2% -$180K 3.21% 6
2020
Q2 		$10.9M Sell
63,222
-1,756
-3% -$284K 3.37% 6
2020
Q1 		$9.2M Sell
64,978
-1,222
-2% -$207K 3.55% 7
2019
Q4 		$11.8M Sell
66,200
-2,848
-4% -$486K 4.48% 6
2019
Q3 		$11.4M Sell
69,048
-54
-0.1% -$8.86K 4.58% 6
2019
Q2 		$11.2M Sell
69,102
-7,007
-9% -$1.12M 4.54% 6
2019
Q1 		$12M Buy
76,109
+28
+0% +$4.23K 5.21% 5
2018
Q4 		$10.6M Sell
76,081
-387
-0.5% -$57.9K 5.68% 5
2018
Q3 		$12.4M Buy
76,468
+333
+0.4% +$52.9K 5.67% 6
2018
Q2 		$11.6M Sell
76,135
-270
-0.4% -$40.7K 5.75% 4
2018
Q1 		$11.2M Sell
76,405
-1,441
-2% -$219K 6.93% 3
2017
Q4 		$11.6M Sell
77,846
-10,432
-12% -$1.51M 7.03% 3
2017
Q3 		$12.3M Sell
88,278
-1,802
-2% -$247K 8.03% 3
2017
Q2 		$12.2M Sell
90,080
-1,327
-1% -$177K 8.03% 3
2017
Q1 		$12M Sell
91,407
-2,320
-2% -$300K 8.3% 3
2016
Q4 		$11.7M Sell
93,727
-1,581
-2% -$192K 8.25% 3
2016
Q3 		$11.5M Sell
95,308
-2,102
-2% -$253K 9.58% 3
2016
Q2 		$11.4M Sell
97,410
-4,232
-4% -$488K 9.75% 3
2016
Q1 		$11.6M Sell
101,642
-967
-0.9% -$105K 10.56% 3
2015
Q4 		$11.6M Sell
102,609
-3,924
-4% -$449K 10.52% 3
2015
Q3 		$11.4M Sell
106,533
-6,455
-6% -$733K 10.26% 4
2015
Q2 		$13.1M Sell
112,988
-11,757
-9% -$1.39M 10.57% 3
2015
Q1 		$14.5M Sell
124,745
-4,840
-4% -$559K 11.61% 3
2014
Q4 		$14.9M Buy
+129,585
New +$14.5M 10.77% 3

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Glassman Wealth Services's IWB Position: Q1 2026 in Review

Glassman Wealth Services reduced its iShares Russell 1000 ETF (IWB) stake by 0.93% in Q1 2026, selling an estimated $150K and leaving 42,852 shares worth $15.3M. The position accounts for 2.08% of the portfolio, ranked #8.

Glassman Wealth Services first reported a position in IWB in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.2M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Glassman Wealth Services held 42,852 shares of iShares Russell 1000 ETF worth $15.3M as of Q1 2026.
  • Glassman Wealth Services sold 403 iShares Russell 1000 ETF shares in Q1 2026, an estimated $150K.
  • iShares Russell 1000 ETF made up 2.08% of Glassman Wealth Services's portfolio in Q1 2026, its #8 holding.
  • Glassman Wealth Services first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 46 quarters since.
  • Glassman Wealth Services's iShares Russell 1000 ETF position peaked at $16.2M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.