Isthmus Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Isthmus Partners’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	$326K	Hold	795	–	–	0.03%	193
2026 Q1	$283K	Hold	795	–	–	0.03%	192
2025 Q4	$297K	Hold	795	–	–	0.03%	179
2025 Q3	$291K	Hold	795	–	–	0.06%	110
2025 Q2	$270K	Hold	795	–	–	0.03%	195
2025 Q1	$244K	Hold	795	–	–	0.03%	197
2024 Q4	$256K	Hold	795	–	–	0.03%	196
2024 Q3	$250K	Hold	795	–	–	0.03%	182
2024 Q2	$237K	Hold	795	–	–	0.03%	184
2024 Q1	$229K	Hold	795	–	–	0.03%	191
2023 Q4	$208K	Sell	795 -125	-14%	-$30.6K	0.03%	192
2023 Q3	$216K	Hold	920	–	–	0.03%	162
2023 Q2	$224K	Hold	920	–	–	0.03%	162
2023 Q1	$207K	Buy	+920	New	+$202K	0.03%	161
2022 Q2	–	Sell	-920	Closed	-$230K	–	147
2022 Q1	$230K	Sell	920 -200	-18%	-$49.4K	0.04%	145
2021 Q4	$296K	Hold	1,120	–	–	0.05%	138
2021 Q3	$271K	Hold	1,120	–	–	0.05%	139
2021 Q2	$271K	Hold	1,120	–	–	0.05%	139
2021 Q1	$251K	Hold	1,120	–	–	0.05%	140
2020 Q4	$237K	Hold	1,120	–	–	0.05%	138
2020 Q3	$210K	Buy	+1,120	New	+$207K	0.05%	135
2020 Q1	–	Sell	-1,120	Closed	-$200K	–	141
2019 Q4	$200K	Buy	+1,120	New	+$191K	0.05%	136
2019 Q2	–	Sell	-7,682	Closed	-$446K	–	168
2019 Q1	$446K	Buy	+7,682	New	+$1.16M	0.11%	117
2018 Q4	–	Sell	-1,280	Closed	-$207K	–	210
2018 Q3	$207K	Hold	1,280	–	–	0.05%	122
2018 Q2	$195K	Hold	1,280	–	–	0.05%	124
2018 Q1	$188K	Sell	1,280 -10	-0.8%	-$1.52K	0.05%	129
2017 Q4	$192K	Sell	1,290 -29	-2%	-$4.2K	0.05%	127
2017 Q3	$185K	Hold	1,319	–	–	0.05%	128
2017 Q2	$178K	Hold	1,319	–	–	0.05%	133
2017 Q1	$173K	Hold	1,319	–	–	0.05%	137
2016 Q4	$164K	Sell	1,319 -13	-1%	-$1.58K	0.05%	139
2016 Q3	$158K	Hold	1,332	–	–	0.05%	134
2016 Q2	$156K	Hold	1,332	–	–	0.05%	130
2016 Q1	$152K	Hold	1,332	–	–	0.05%	134
2015 Q4	$151K	Sell	1,332 -13	-1%	-$1.49K	0.05%	135
2015 Q3	$144K	Hold	1,345	–	–	0.05%	140
2015 Q2	$156K	Hold	1,345	–	–	0.05%	137
2015 Q1	$156K	Hold	1,345	–	–	0.05%	132
2014 Q4	$154K	Buy	+1,345	New	+$151K	0.05%	136

Other funds holding IWB

MRC

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Isthmus Partners's IWB Position: Q2 2026 in Review

Isthmus Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 795 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #193.

Isthmus Partners first reported a position in IWB in Q4 2014 and has held it in 39 quarters since. The position peaked at $446K in Q1 2019. 452 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Isthmus Partners held 795 shares of iShares Russell 1000 ETF worth $326K as of Q2 2026.
Isthmus Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Isthmus Partners's portfolio in Q2 2026, its #193 holding.
Isthmus Partners first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 39 quarters since.
Isthmus Partners's iShares Russell 1000 ETF position peaked at $446K in Q1 2019.
452 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.