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Investors Research Corp’s iShares Russell 1000 ETF IWB Stock Holding History

Investors Research Corp’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 		$65.1K Sell
159
-132
-45% -$52.3K 0.01% 371
2026
Q1 		$104K Sell
291
-356
-55% -$133K 0.02% 328
2025
Q4 		$242K Sell
647
-366
-36% -$136K 0.04% 269
2025
Q3 		$370K Sell
1,013
-5,140
-84% -$1.81M 0.07% 230
2025
Q2 		$2.09M Hold
6,153
– – 0.41% 41
2025
Q1 		$1.89M Sell
6,153
-141
-2% -$45.6K 0.41% 43
2024
Q4 		$2.03M Sell
6,294
-125
-2% -$40.5K 0.45% 40
2024
Q3 		$2.02M Sell
6,419
-12
-0.2% -$3.63K 0.44% 42
2024
Q2 		$1.91M Sell
6,431
-17
-0.3% -$4.88K 0.45% 42
2024
Q1 		$1.86M Sell
6,448
-573
-8% -$157K 0.43% 42
2023
Q4 		$1.84M Sell
7,021
-293
-4% -$71.7K 0.44% 42
2023
Q3 		$1.72M Sell
7,314
-299
-4% -$73.2K 0.45% 42
2023
Q2 		$1.86M Sell
7,613
-15
-0.2% -$3.45K 0.47% 41
2023
Q1 		$1.72M Sell
7,628
-100
-1% -$22K 0.45% 43
2022
Q4 		$1.63M Sell
7,728
-81
-1% -$17.1K 0.44% 43
2022
Q3 		$1.54M Sell
7,809
-2
-0% -$439 0.47% 42
2022
Q2 		$1.62M Sell
7,811
-141
-2% -$31.9K 0.49% 41
2022
Q1 		$1.99M Sell
7,952
-49
-0.6% -$12.1K 0.56% 39
2021
Q4 		$2.12M Sell
8,001
-16
-0.2% -$4.12K 0.64% 38
2021
Q3 		$1.94M Sell
8,017
-73
-0.9% -$18.1K 0.65% 37
2021
Q2 		$1.96M Buy
8,090
+2,652
+49% +$625K 0.68% 31
2021
Q1 		$1.22M Buy
5,438
+2,462
+83% +$539K 0.46% 63
2020
Q4 		$630K Buy
2,976
+1,643
+123% +$328K 0.25% 146
2020
Q3 		$249K Buy
+1,333
New +$246K 0.12% 248

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

Investors Research Corp's IWB Position: Q2 2026 in Review

Investors Research Corp reduced its iShares Russell 1000 ETF (IWB) stake by 45% in Q2 2026, selling an estimated $52.3K and leaving 159 shares worth $65.1K. The position accounts for 0.01% of the portfolio, ranked #371.

Investors Research Corp first reported a position in IWB in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.12M in Q4 2021. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Investors Research Corp held 159 shares of iShares Russell 1000 ETF worth $65.1K as of Q2 2026.
  • Investors Research Corp sold 132 iShares Russell 1000 ETF shares in Q2 2026, an estimated $52.3K.
  • iShares Russell 1000 ETF made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #371 holding.
  • Investors Research Corp first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 24 quarters since.
  • Investors Research Corp's iShares Russell 1000 ETF position peaked at $2.12M in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.