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J.W. Cole Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

J.W. Cole Advisors’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 		$5.2M Buy
+12,703
New +$5.03M 0.09% 238
2026
Q1 		– Sell
-12,838
Closed -$3.86M – 1120
2025
Q4 		$3.86M Sell
12,838
-261
-2% -$96.7K 0.09% 214
2025
Q3 		$4.79M Buy
13,099
+1,329
+11% +$468K 0.09% 218
2025
Q2 		$4M Buy
11,770
+4,713
+67% +$1.48M 0.09% 235
2025
Q1 		$2.16M Buy
7,057
+2,246
+47% +$726K 0.07% 297
2024
Q4 		$1.55M Buy
4,811
+149
+3% +$48.3K 0.06% 304
2024
Q3 		$1.47M Buy
4,662
+46
+1% +$13.9K 0.06% 305
2024
Q2 		$1.37M Buy
4,616
+147
+3% +$42.2K 0.06% 291
2024
Q1 		$1.29M Buy
4,469
+177
+4% +$48.5K 0.06% 290
2023
Q4 		$1.13M Buy
4,292
+2,534
+144% +$620K 0.07% 289
2023
Q3 		$413K Buy
1,758
+76
+5% +$18.6K 0.03% 464
2023
Q2 		$410K Sell
1,682
-1,154
-41% -$266K 0.03% 476
2023
Q1 		$639K Sell
2,836
-2,407
-46% -$530K 0.05% 387
2022
Q4 		$1.1M Buy
5,243
+1,223
+30% +$259K 0.08% 251
2022
Q3 		$793K Buy
4,020
+2
+0% +$439 0.07% 298
2022
Q2 		$835K Sell
4,018
-62
-2% -$14K 0.07% 290
2022
Q1 		$1.02M Sell
4,080
-375
-8% -$92.6K 0.07% 285
2021
Q4 		$1.18M Buy
+4,455
New +$1.15M 0.08% 267
2021
Q3 		– Sell
-4,038
Closed -$977K – 611
2021
Q2 		$977K Buy
4,038
+45
+1% +$10.6K 0.08% 273
2021
Q1 		$894K Buy
3,993
+400
+11% +$87.6K 0.09% 258
2020
Q4 		$761K Buy
3,593
+30
+0.8% +$5.99K 0.08% 265
2020
Q3 		$667K Buy
+3,563
New +$658K 0.05% 344
2020
Q1 		– Sell
-2,687
Closed -$479K – 308
2019
Q4 		$479K Buy
+2,687
New +$459K 0.06% 312

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

J.W. Cole Advisors's IWB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 12,703 shares worth $5.2M. The stake represents 0.09% of the portfolio and ranks #238 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IWB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IWB in Q4 2019 and has held it in 23 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • J.W. Cole Advisors held 12,703 shares of iShares Russell 1000 ETF worth $5.2M as of Q2 2026.
  • iShares Russell 1000 ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #238 holding.
  • J.W. Cole Advisors first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.