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 Q2	$4.84M	Buy	11,815 +23	+0.2%	+$9.12K	0.22%	41
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	Hold	7,767	–	–	0.99%	10
2020 Q1	$1.1M	Hold	7,767	–	–	1.35%	7
2019 Q4	$1.38M	Buy	+7,767	New	+$1.33M	1.42%	8

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. Safra Asset Management's IWB Position: Q2 2026 in Review

J. Safra Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 0.2% in Q2 2026, buying an estimated $9.12K and bringing the position to 11,815 shares worth $4.84M. The position accounts for 0.22% of the portfolio, ranked #41.

J. Safra Asset Management first reported a position in IWB in Q4 2019 and has held it in 7 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

J. Safra Asset Management held 11,815 shares of iShares Russell 1000 ETF worth $4.84M as of Q2 2026.
J. Safra Asset Management bought 23 iShares Russell 1000 ETF shares in Q2 2026, an estimated $9.12K.
iShares Russell 1000 ETF made up 0.22% of J. Safra Asset Management's portfolio in Q2 2026, its #41 holding.
J. Safra Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 7 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.