Joel Isaacson & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Joel Isaacson & Co’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	$2.43M	Buy	6,828 +2	+0%	+$745	0.08%	114
2025 Q4	$2.55M	Sell	6,826 -333	-5%	-$123K	0.08%	110
2025 Q3	$2.62M	Buy	7,159 +6	+0.1%	+$2.11K	0.09%	101
2025 Q2	$2.43M	Buy	7,153 +5	+0.1%	+$1.57K	0.1%	94
2025 Q1	$2.19M	Buy	7,148 +5	+0.1%	+$1.62K	0.1%	95
2024 Q4	$2.3M	Buy	7,143 +1,656	+30%	+$536K	0.1%	91
2024 Q3	$1.73M	Buy	5,487 +6	+0.1%	+$1.82K	0.08%	105
2024 Q2	$1.63M	Buy	5,481 +5	+0.1%	+$1.44K	0.09%	104
2024 Q1	$1.58M	Sell	5,476 -85	-2%	-$23.3K	0.09%	103
2023 Q4	$1.46M	Sell	5,561 -74	-1%	-$18.1K	0.09%	100
2023 Q3	$1.32M	Buy	5,635 +204	+4%	+$49.9K	0.09%	93
2023 Q2	$1.32M	Buy	5,431 +5	+0.1%	+$1.15K	0.09%	100
2023 Q1	$1.22M	Buy	5,426 +998	+23%	+$220K	0.09%	100
2022 Q4	$932K	Buy	4,428 +17	+0.4%	+$3.6K	0.07%	119
2022 Q3	$870K	Sell	4,411 -987	-18%	-$216K	0.08%	115
2022 Q2	$1.12M	Buy	5,398 +6	+0.1%	+$1.36K	0.09%	91
2022 Q1	$1.31M	Sell	5,392 -99	-2%	-$24.4K	0.1%	94
2021 Q4	$1.45M	Buy	5,491 +13	+0.2%	+$3.35K	0.1%	92
2021 Q3	$1.32M	Sell	5,478 -208	-4%	-$51.7K	0.1%	92
2021 Q2	$1.38M	Buy	5,686 +3,059	+116%	+$721K	0.11%	82
2021 Q1	$588K	Hold	2,627	–	–	0.05%	145
2020 Q4	$557K	Hold	2,627	–	–	0.05%	139
2020 Q3	$492K	Hold	2,627	–	–	0.06%	128
2020 Q2	$451K	Sell	2,627 -425	-14%	-$68.8K	0.06%	123
2020 Q1	$432K	Buy	3,052 +425	+16%	+$71.8K	0.08%	115
2019 Q4	$469K	Hold	2,627	–	–	0.06%	134
2019 Q3	$432K	Hold	2,627	–	–	0.06%	136
2019 Q2	$428K	Sell	2,627 -125	-5%	-$20K	0.06%	137
2019 Q1	$433K	Hold	2,752	–	–	0.06%	148
2018 Q4	$396K	Hold	2,752	–	–	0.06%	153
2018 Q3	$445K	Hold	2,752	–	–	0.07%	130
2018 Q2	$418K	Buy	2,752 +185	+7%	+$27.9K	0.07%	135
2018 Q1	$377K	Sell	2,567 -100	-4%	-$15.2K	0.07%	138
2017 Q4	$396K	Hold	2,667	–	–	0.07%	132
2017 Q3	$373K	Hold	2,667	–	–	0.07%	128
2017 Q2	$361K	Hold	2,667	–	–	0.07%	122
2017 Q1	$350K	Hold	2,667	–	–	0.07%	123
2016 Q4	$332K	Hold	2,667	–	–	0.07%	116
2016 Q3	$321K	Hold	2,667	–	–	0.07%	125
2016 Q2	$312K	Hold	2,667	–	–	0.07%	131
2016 Q1	$304K	Hold	2,667	–	–	0.07%	138
2015 Q4	$302K	Hold	2,667	–	–	0.07%	126
2015 Q3	$286K	Buy	2,667 +1,440	+117%	+$164K	0.08%	117
2015 Q2	$142K	Hold	1,227	–	–	0.04%	209
2015 Q1	$142K	Hold	1,227	–	–	0.04%	208
2014 Q4	$141K	Buy	1,227 +303	+33%	+$34K	0.04%	194
2014 Q3	$102K	Hold	924	–	–	0.03%	205
2014 Q2	$102K	Hold	924	–	–	0.03%	202
2014 Q1	$97K	Hold	924	–	–	0.03%	203
2013 Q4	$95K	Hold	924	–	–	0.03%	193
2013 Q3	$87K	Hold	924	–	–	0.04%	194
2013 Q2	$83K	Buy	+924	New	+$82.7K	0.04%	168

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Joel Isaacson & Co's IWB Position: Q1 2026 in Review

Joel Isaacson & Co increased its iShares Russell 1000 ETF (IWB) stake by 0.03% in Q1 2026, buying an estimated $745 and bringing the position to 6,828 shares worth $2.43M. The position accounts for 0.08% of the portfolio, ranked #114.

Joel Isaacson & Co first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.62M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Joel Isaacson & Co held 6,828 shares of iShares Russell 1000 ETF worth $2.43M as of Q1 2026.
Joel Isaacson & Co bought 2 iShares Russell 1000 ETF shares in Q1 2026, an estimated $745.
iShares Russell 1000 ETF made up 0.08% of Joel Isaacson & Co's portfolio in Q1 2026, its #114 holding.
Joel Isaacson & Co first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's iShares Russell 1000 ETF position peaked at $2.62M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.