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Howe & Rusling’s iShares Russell 1000 ETF IWB Stock Holding History

Howe & Rusling’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 		$233K Buy
568
+178
+46% +$70.5K 0.01% 294
2026
Q1 		$139K Hold
390
– – 0.01% 313
2025
Q4 		$146K Hold
390
– – 0.01% 311
2025
Q3 		$143K Hold
390
– – 0.01% 301
2025
Q2 		$132K Buy
390
+304
+353% +$95.4K 0.01% 302
2025
Q1 		$26.4K Hold
86
– – ﹤0.01% 343
2024
Q4 		$27.7K Hold
86
– – ﹤0.01% 334
2024
Q3 		$27K Sell
86
-85
-50% -$25.7K ﹤0.01% 324
2024
Q2 		$50.9K Hold
171
– – ﹤0.01% 291
2024
Q1 		$49.3K Sell
171
-19
-10% -$5.21K ﹤0.01% 296
2023
Q4 		$49.8K Sell
190
-14
-7% -$3.43K 0.01% 278
2023
Q3 		$47.9K Buy
204
+14
+7% +$3.43K 0.01% 255
2023
Q2 		$46.3K Hold
190
– – 0.01% 264
2023
Q1 		$42.8K Buy
+190
New +$41.8K 0.01% 249
2017
Q2 		– Sell
-236
Closed -$31.5K – 989
2017
Q1 		$31K Buy
236
+1
+0.4% +$130 0.01% 317
2016
Q4 		$29K Sell
235
-42
-15% -$5.11K 0.01% 317
2016
Q3 		$33K Hold
277
– – 0.01% 303
2016
Q2 		$32K Buy
+277
New +$31.9K 0.01% 279
2016
Q1 		– Sell
-123
Closed -$14K – 1027
2015
Q4 		$14K Hold
123
– – ﹤0.01% 437
2015
Q3 		$13K Buy
+123
New +$14K ﹤0.01% 454
2015
Q2 		– Sell
-100
Closed -$12K – 1081
2015
Q1 		$12K Hold
100
– – ﹤0.01% 469
2014
Q4 		$11K Hold
100
– – ﹤0.01% 492
2014
Q3 		$11K Hold
100
– – ﹤0.01% 478
2014
Q2 		$11K Buy
+100
New +$10.6K ﹤0.01% 470

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Howe & Rusling's IWB Position: Q2 2026 in Review

Howe & Rusling increased its iShares Russell 1000 ETF (IWB) stake by 46% in Q2 2026, buying an estimated $70.5K and bringing the position to 568 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #294.

Howe & Rusling first reported a position in IWB in Q2 2014 and has held it in 24 quarters since. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Howe & Rusling held 568 shares of iShares Russell 1000 ETF worth $233K as of Q2 2026.
  • Howe & Rusling bought 178 iShares Russell 1000 ETF shares in Q2 2026, an estimated $70.5K.
  • iShares Russell 1000 ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #294 holding.
  • Howe & Rusling first reported a position in iShares Russell 1000 ETF in Q2 2014 and has held it in 24 quarters since.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.