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Grimes & Company’s iShares Russell 1000 ETF IWB Stock Holding History

Grimes & Company’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 		$740K Buy
1,807
+1,059
+142% +$420K 0.02% 284
2026
Q1 		$267K Sell
748
-3
-0.4% -$1.12K 0.01% 375
2025
Q4 		$280K Sell
751
-497
-40% -$184K 0.01% 391
2025
Q3 		$456K Buy
1,248
+3
+0.2% +$1.06K 0.01% 320
2025
Q2 		$423K Buy
1,245
+73
+6% +$22.9K 0.01% 292
2025
Q1 		$360K Buy
1,172
+3
+0.3% +$970 0.01% 272
2024
Q4 		$377K Sell
1,169
-327
-22% -$106K 0.01% 286
2024
Q3 		$470K Sell
1,496
-216
-13% -$65.4K 0.01% 239
2024
Q2 		$509K Buy
1,712
+197
+13% +$56.6K 0.02% 217
2024
Q1 		$436K Buy
1,515
+5
+0.3% +$1.37K 0.01% 237
2023
Q4 		$396K Buy
1,510
+12
+0.8% +$2.94K 0.01% 240
2023
Q3 		$352K Hold
1,498
– – 0.01% 228
2023
Q2 		$365K Buy
1,498
+435
+41% +$100K 0.01% 229
2023
Q1 		$239K Sell
1,063
-620
-37% -$136K 0.01% 258
2022
Q4 		$354K Buy
1,683
+659
+64% +$140K 0.02% 228
2022
Q3 		$202K Buy
+1,024
New +$225K 0.01% 254
2022
Q2 		– Sell
-839
Closed -$210K – 285
2022
Q1 		$210K Sell
839
-85
-9% -$21K 0.01% 277
2021
Q4 		$244K Buy
924
+45
+5% +$11.6K 0.01% 268
2021
Q3 		$212K Hold
879
– – 0.01% 281
2021
Q2 		$213K Buy
+879
New +$207K 0.01% 280
2021
Q1 		– Sell
-982
Closed -$208K – 286
2020
Q4 		$208K Buy
+982
New +$196K 0.01% 254

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Grimes & Company's IWB Position: Q2 2026 in Review

Grimes & Company increased its iShares Russell 1000 ETF (IWB) stake by 142% in Q2 2026, buying an estimated $420K and bringing the position to 1,807 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #284.

Grimes & Company first reported a position in IWB in Q4 2020 and has held it in 21 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Grimes & Company held 1,807 shares of iShares Russell 1000 ETF worth $740K as of Q2 2026.
  • Grimes & Company bought 1,059 iShares Russell 1000 ETF shares in Q2 2026, an estimated $420K.
  • iShares Russell 1000 ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #284 holding.
  • Grimes & Company first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 21 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.