Highland Investment Advisors LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Highland Investment Advisors LLC’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	$744K	Buy	+1,816	New	+$720K	0.32%	36

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Highland Investment Advisors LLC's IWB Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 1,816 shares worth $744K. The stake represents 0.32% of the portfolio and ranks #36 among its holdings.

1,340 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Highland Investment Advisors LLC held 1,816 shares of iShares Russell 1000 ETF worth $744K as of Q2 2026.
iShares Russell 1000 ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares Russell 1000 ETF made up 0.32% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #36 holding.
1,340 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.