Janney Montgomery Scott
IWB icon

Janney Montgomery Scott’s iShares Russell 1000 ETF IWB Stock Holding History

Janney Montgomery Scott’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 		$13M Buy
36,387
+798
+2% +$297K 0.03% 485
2025
Q4 		$13.3M Buy
35,589
+416
+1% +$154K 0.03% 497
2025
Q3 		$12.9M Sell
35,173
-481
-1% -$169K 0.03% 504
2025
Q2 		$12.1M Sell
35,654
-481
-1% -$151K 0.03% 485
2025
Q1 		$11.1M Sell
36,135
-915
-2% -$296K 0.03% 497
2024
Q4 		$11.9M Buy
37,050
+1,032
+3% +$334K 0.03% 479
2024
Q3 		$11.3M Buy
36,018
+49
+0.1% +$14.8K 0.03% 494
2024
Q2 		$10.7M Buy
35,969
+728
+2% +$209K 0.03% 485
2024
Q1 		$10.2M Buy
35,241
+5,895
+20% +$1.62M 0.03% 524
2023
Q4 		$7.7M Buy
29,346
+2,800
+11% +$686K 0.03% 586
2023
Q3 		$6.24M Buy
26,546
+4,671
+21% +$1.14M 0.02% 589
2023
Q2 		$5.33M Sell
21,875
-4,332
-17% -$998K 0.02% 678
2023
Q1 		$5.9M Buy
26,207
+7,649
+41% +$1.68M 0.02% 588
2022
Q4 		$3.91M Buy
18,558
+7,221
+64% +$1.53M 0.02% 755
2022
Q3 		$2.24M Buy
11,337
+256
+2% +$56.1K 0.01% 925
2022
Q2 		$2.33M Sell
11,081
-1,186
-10% -$268K 0.01% 867
2022
Q1 		$3.07M Buy
12,267
+2,354
+24% +$581K 0.01% 746
2021
Q4 		$2.62M Buy
9,913
+220
+2% +$56.6K 0.01% 850
2021
Q3 		$2.34M Sell
9,693
-131
-1% -$32.6K 0.01% 877
2021
Q2 		$2.38M Sell
9,824
-347
-3% -$81.8K 0.01% 872
2021
Q1 		$2.28M Sell
10,171
-362
-3% -$79.3K 0.01% 827
2020
Q4 		$2.23M Buy
10,533
+379
+4% +$75.6K 0.01% 829
2020
Q3 		$1.9M Sell
10,154
-1,284
-11% -$237K 0.01% 819
2020
Q2 		$1.96M Sell
11,438
-4,943
-30% -$800K 0.01% 772
2020
Q1 		$2.32M Sell
16,381
-60
-0.4% -$10.1K 0.02% 638
2019
Q4 		$2.93M Buy
16,441
+5
+0% +$853 0.02% 641
2019
Q3 		$2.7M Buy
16,436
+2,162
+15% +$355K 0.02% 641
2019
Q2 		$2.32M Buy
14,274
+2,950
+26% +$472K 0.02% 672
2019
Q1 		$1.78M Sell
11,324
-4,293
-27% -$649K 0.01% 763
2018
Q4 		$2.17M Buy
15,617
+3,588
+30% +$537K 0.02% 618
2018
Q3 		$1.95M Sell
12,029
-775
-6% -$123K 0.02% 707
2018
Q2 		$1.95M Sell
12,804
-970
-7% -$146K 0.02% 690
2018
Q1 		$2.02M Sell
13,774
-6,920
-33% -$1.05M 0.02% 644
2017
Q4 		$3.08M Buy
20,694
+10,233
+98% +$1.48M 0.03% 496
2017
Q3 		$1.46M Buy
10,461
+5
+0% +$686 0.02% 751
2017
Q2 		$1.41M Sell
10,456
-1,968
-16% -$263K 0.02% 715
2017
Q1 		$1.63M Sell
12,424
-3,457
-22% -$448K 0.02% 650
2016
Q4 		$1.98M Buy
15,881
+7,059
+80% +$859K 0.03% 507
2016
Q3 		$1.06M Sell
8,822
-8,554
-49% -$1.03M 0.02% 632
2016
Q2 		$2.03M Buy
17,376
+1,823
+12% +$210K 0.04% 285
2016
Q1 		$1.77M Sell
15,553
-30,105
-66% -$3.25M 0.05% 361
2015
Q4 		$5.17M Sell
45,658
-20,188
-31% -$2.31M 0.13% 179
2015
Q3 		$7.05M Buy
65,846
+60,802
+1,205% +$6.9M 0.2% 125
2015
Q2 		$585K Sell
5,044
-8
-0.2% -$943 0.01% 1082
2015
Q1 		$585K Sell
5,052
-1,823
-27% -$211K 0.01% 1250
2014
Q4 		$788K Sell
6,875
-1,338
-16% -$150K 0.02% 986
2014
Q3 		$902K Buy
8,213
+2,116
+35% +$234K 0.02% 893
2014
Q2 		$671K Buy
6,097
+870
+17% +$92.6K 0.01% 1052
2014
Q1 		$548K Sell
5,227
-830
-14% -$85.4K 0.01% 1066
2013
Q4 		$625K Buy
6,057
+1,409
+30% +$139K 0.02% 939
2013
Q3 		$438K Buy
+4,648
New +$434K 0.01% 1083

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott's IWB Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q1 2026, buying an estimated $297K and bringing the position to 36,387 shares worth $13M. The position accounts for 0.03% of the portfolio, ranked #485.

Janney Montgomery Scott first reported a position in IWB in Q3 2013 and has held it in 51 quarters since. The position peaked at $13.3M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Janney Montgomery Scott held 36,387 shares of iShares Russell 1000 ETF worth $13M as of Q1 2026.
  • Janney Montgomery Scott bought 798 iShares Russell 1000 ETF shares in Q1 2026, an estimated $297K.
  • iShares Russell 1000 ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #485 holding.
  • Janney Montgomery Scott first reported a position in iShares Russell 1000 ETF in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's iShares Russell 1000 ETF position peaked at $13.3M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.