JPL Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

JPL Wealth Management’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	$480K	Hold	1,171	–	–	0.1%	98
2026 Q1	$418K	Hold	1,171	–	–	0.1%	96
2025 Q4	$437K	Sell	1,171 -928	-44%	-$344K	0.11%	95
2025 Q3	$767K	Hold	2,099	–	–	0.18%	85
2025 Q2	$713K	Hold	2,099	–	–	0.19%	83
2025 Q1	$644K	Hold	2,099	–	–	0.18%	85
2024 Q4	$676K	Buy	+2,099	New	+$680K	0.19%	81
2024 Q2	$598K	Hold	2,009	–	–	0.29%	76
2024 Q1	$579K	Buy	2,009 +955	+91%	+$262K	0.32%	75
2023 Q4	$276K	Buy	+1,054	New	+$258K	0.2%	92

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JPL Wealth Management's IWB Position: Q2 2026 in Review

JPL Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,171 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #98.

JPL Wealth Management first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $767K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

JPL Wealth Management held 1,171 shares of iShares Russell 1000 ETF worth $480K as of Q2 2026.
JPL Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.1% of JPL Wealth Management's portfolio in Q2 2026, its #98 holding.
JPL Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's iShares Russell 1000 ETF position peaked at $767K in Q3 2025.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.