Ingalls & Snyder LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Ingalls & Snyder 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	$202K	Buy	+493	New	+$195K	0.01%	436
2025 Q3	–	Sell	-786	Closed	-$267K	–	488
2025 Q2	$267K	Hold	786	–	–	0.01%	389
2025 Q1	$241K	Hold	786	–	–	0.01%	391
2024 Q4	$253K	Hold	786	–	–	0.01%	381
2024 Q3	$247K	Buy	786 +93	+13%	+$28.2K	0.01%	389
2024 Q2	$206K	Buy	+693	New	+$199K	0.01%	394
2023 Q4	–	Sell	-1,101	Closed	-$259K	–	455
2023 Q3	$259K	Hold	1,101	–	–	0.01%	369
2023 Q2	$268K	Hold	1,101	–	–	0.01%	367
2023 Q1	$248K	Hold	1,101	–	–	0.01%	368
2022 Q4	$232K	Hold	1,101	–	–	0.01%	379
2022 Q3	$217K	Buy	+1,101	New	+$241K	0.01%	378

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Ingalls & Snyder LLC's IWB Position: Q2 2026 in Review

Ingalls & Snyder LLC opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 493 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Ingalls & Snyder LLC previously reported a position in IWB as recently as Q2 2025.

Ingalls & Snyder LLC first reported a position in IWB in Q3 2022 and has held it in 11 quarters since. The position peaked at $268K in Q2 2023. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Ingalls & Snyder LLC held 493 shares of iShares Russell 1000 ETF worth $202K as of Q2 2026.
iShares Russell 1000 ETF was a new Ingalls & Snyder LLC position in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #436 holding.
Ingalls & Snyder LLC first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 11 quarters since.
Ingalls & Snyder LLC's iShares Russell 1000 ETF position peaked at $268K in Q2 2023.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.