J. Safra Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

J. Safra Asset 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 Q1	$4.2M	Buy	11,792 +27	+0.2%	+$10.1K	0.23%	40
2025 Q4	$4.39M	Buy	+11,765	New	+$4.36M	0.23%	40
2025 Q1	–	Sell	-11,010	Closed	-$3.56M	–	369
2024 Q4	$3.56M	Buy	+11,010	New	+$3.57M	0.29%	29
2020 Q3	–	Sell	-7,767	Closed	-$1.31M	–	19
2020 Q2	$1.31M	Sell	7,767 -1,091,496	-99%	-$177M	0.99%	10
2020 Q1	$7.77M	Buy	1,099,263 +1,091,496	+14,053%	+$185M	1.08%	12
2019 Q4	$1.38M	Buy	+7,767	New	+$1.33M	1.42%	8

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

J. Safra Asset Management's IWB Position: Q1 2026 in Review

J. Safra Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 0.23% in Q1 2026, buying an estimated $10.1K and bringing the position to 11,792 shares worth $4.2M. The position accounts for 0.23% of the portfolio, ranked #40.

J. Safra Asset Management first reported a position in IWB in Q4 2019 and has held it in 6 quarters since. The position peaked at $7.77M in Q1 2020. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

J. Safra Asset Management held 11,792 shares of iShares Russell 1000 ETF worth $4.2M as of Q1 2026.
J. Safra Asset Management bought 27 iShares Russell 1000 ETF shares in Q1 2026, an estimated $10.1K.
iShares Russell 1000 ETF made up 0.23% of J. Safra Asset Management's portfolio in Q1 2026, its #40 holding.
J. Safra Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 6 quarters since.
J. Safra Asset Management's iShares Russell 1000 ETF position peaked at $7.77M in Q1 2020.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.