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James J. Burns & Company’s iShares Russell 1000 ETF IWB Stock Holding History

James J. Burns & Company’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 		$1.58M Sell
3,863
-34
-0.9% -$13.5K 0.17% 61
2026
Q1 		$1.39M Sell
3,897
-83
-2% -$30.9K 0.19% 58
2025
Q4 		$1.49M Sell
3,980
-258
-6% -$95.6K 0.21% 58
2025
Q3 		$1.55M Sell
4,238
-299
-7% -$105K 0.23% 51
2025
Q2 		$1.54M Sell
4,537
-25
-0.5% -$7.85K 0.25% 50
2025
Q1 		$1.4M Sell
4,562
-798
-15% -$258K 0.25% 52
2024
Q4 		$1.73M Sell
5,360
-719
-12% -$233K 0.3% 47
2024
Q3 		$1.91M Sell
6,079
-560
-8% -$170K 0.35% 45
2024
Q2 		$1.98M Buy
6,639
+5,653
+573% +$1.62M 0.39% 42
2024
Q1 		$281K Sell
986
-5,933
-86% -$1.63M 0.1% 71
2023
Q4 		$1.81M Sell
6,919
-262
-4% -$64.2K 0.43% 36
2023
Q3 		$1.69M Sell
7,181
-1,064
-13% -$260K 0.45% 37
2023
Q2 		$2.01M Sell
8,245
-1,823
-18% -$420K 0.51% 35
2023
Q1 		$2.27M Buy
10,068
+4,069
+68% +$896K 0.58% 38
2022
Q4 		$1.26M Sell
5,999
-1,824
-23% -$386K 0.52% 38
2022
Q3 		$1.54M Buy
+7,823
New +$1.72M 0.69% 35

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

James J. Burns & Company's IWB Position: Q2 2026 in Review

James J. Burns & Company reduced its iShares Russell 1000 ETF (IWB) stake by 0.87% in Q2 2026, selling an estimated $13.5K and leaving 3,863 shares worth $1.58M. The position accounts for 0.17% of the portfolio, ranked #61.

James J. Burns & Company first reported a position in IWB in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.27M in Q1 2023. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • James J. Burns & Company held 3,863 shares of iShares Russell 1000 ETF worth $1.58M as of Q2 2026.
  • James J. Burns & Company sold 34 iShares Russell 1000 ETF shares in Q2 2026, an estimated $13.5K.
  • iShares Russell 1000 ETF made up 0.17% of James J. Burns & Company's portfolio in Q2 2026, its #61 holding.
  • James J. Burns & Company first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 16 quarters since.
  • James J. Burns & Company's iShares Russell 1000 ETF position peaked at $2.27M in Q1 2023.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.