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International Assets Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

International Assets Investment Management’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 		$223K Sell
545
-30
-5% -$11.9K 0.01% 829
2026
Q1 		$207K Hold
575
– – 0.01% 800
2025
Q4 		$215K Buy
+575
New +$213K 0.01% 782
2025
Q2 		– Sell
-1,918
Closed -$588K – 866
2025
Q1 		$588K Hold
1,918
– – 0.05% 360
2024
Q4 		$617K Sell
1,918
-603,283
-100% -$195M 0.05% 345
2024
Q3 		$1.93K Buy
605,201
+602,911
+26,328% +$183M 0.01% 914
2024
Q2 		$681K Hold
2,290
– – 0.06% 289
2024
Q1 		$658K Hold
2,290
– – 0.07% 299
2023
Q4 		$601K Buy
2,290
+40
+2% +$9.79K 0.08% 291
2023
Q3 		$527K Hold
2,250
– – 0.07% 258
2023
Q2 		$548K Buy
+2,250
New +$518K 0.07% 257
2023
Q1 		– Sell
-3,870
Closed -$815K – 1259
2022
Q4 		$815K Buy
3,870
+486
+14% +$103K 0.08% 230
2022
Q3 		$668K Buy
3,384
+45
+1% +$9.87K 0.14% 149
2022
Q2 		$694 Buy
3,339
+2,386
+250% +$539K 0.06% 155
2022
Q1 		$238K Buy
+953
New +$235K 0.04% 379
2021
Q2 		– Sell
-750
Closed -$159K – 1172
2021
Q1 		$159K Hold
750
– – 0.01% 562
2020
Q4 		$159K Buy
+750
New +$150K 0.03% 445

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

International Assets Investment Management's IWB Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 5.2% in Q2 2026, selling an estimated $11.9K and leaving 545 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #829.

International Assets Investment Management first reported a position in IWB in Q4 2020 and has held it in 17 quarters since. The position peaked at $815K in Q4 2022. 798 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • International Assets Investment Management held 545 shares of iShares Russell 1000 ETF worth $223K as of Q2 2026.
  • International Assets Investment Management sold 30 iShares Russell 1000 ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Russell 1000 ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #829 holding.
  • International Assets Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 17 quarters since.
  • International Assets Investment Management's iShares Russell 1000 ETF position peaked at $815K in Q4 2022.
  • 798 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.