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Jacobson & Schmitt Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Jacobson & Schmitt 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 		$298K Hold
727
– – 0.05% 71
2026
Q1 		$259K Hold
727
– – 0.05% 69
2025
Q4 		$271K Hold
727
– – 0.05% 66
2025
Q3 		$266K Buy
+727
New +$256K 0.05% 78

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 29.2% 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

Jacobson & Schmitt Advisors's IWB Position: Q2 2026 in Review

Jacobson & Schmitt Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 727 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #71.

Jacobson & Schmitt Advisors first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Jacobson & Schmitt Advisors held 727 shares of iShares Russell 1000 ETF worth $298K as of Q2 2026.
  • Jacobson & Schmitt Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.05% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #71 holding.
  • Jacobson & Schmitt Advisors first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.