Investors Asset Management of Georgia’s iShares Russell 1000 ETF IWB Stock Holding History

Investors Asset Management of Georgia’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	+494	New	+$196K	0.07%	185
2022 Q4	–	Sell	-494	Closed	-$97K	–	349
2022 Q3	$97K	Hold	494	–	–	0.05%	214
2022 Q2	$103K	Buy	+494	New	+$112K	0.05%	196

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Investors Asset Management of Georgia's IWB Position: Q2 2026 in Review

Investors Asset Management of Georgia opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 494 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings. This is a return to the name: Investors Asset Management of Georgia previously reported a position in IWB as recently as Q3 2022.

Investors Asset Management of Georgia first reported a position in IWB in Q2 2022 and has held it in 3 quarters since. 1,269 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Investors Asset Management of Georgia held 494 shares of iShares Russell 1000 ETF worth $202K as of Q2 2026.
iShares Russell 1000 ETF was a new Investors Asset Management of Georgia position in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #185 holding.
Investors Asset Management of Georgia first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 3 quarters since.
1,269 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.