JT Stratford LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $60M | Buy |
146,428
+6,428
| +5% | +$2.55M | 6.57% | 1 |
|
|
2026
Q1 | $49.9M | Buy |
140,000
+690
| +0.5% | +$257K | 6.35% | 1 |
|
|
2025
Q4 | $52M | Sell |
139,310
-3,931
| -3% | -$1.46M | 6.68% | 1 |
|
|
2025
Q3 | $52.4M | Buy |
143,241
+10,670
| +8% | +$3.76M | 7.01% | 1 |
|
|
2025
Q2 | $45M | Buy |
132,571
+13,244
| +11% | +$4.16M | 6.81% | 1 |
|
|
2025
Q1 | $36.6M | Buy |
119,327
+19,873
| +20% | +$6.43M | 6.47% | 2 |
|
|
2024
Q4 | $32M | Buy |
99,454
+9,928
| +11% | +$3.22M | 5.27% | 2 |
|
|
2024
Q3 | $28.1M | Buy |
89,526
+2,752
| +3% | +$833K | 4.81% | 2 |
|
|
2024
Q2 | $25.8M | Buy |
86,774
+183
| +0.2% | +$52.5K | 4.8% | 2 |
|
|
2024
Q1 | $24.9M | Buy |
86,591
+4,547
| +6% | +$1.25M | 4.97% | 2 |
|
|
2023
Q4 | $21.5M | Buy |
82,044
+4,656
| +6% | +$1.14M | 4.92% | 2 |
|
|
2023
Q3 | $18.2M | Buy |
77,388
+16,096
| +26% | +$3.94M | 4.69% | 2 |
|
|
2023
Q2 | $14.9M | Buy |
61,292
+13,693
| +29% | +$3.15M | 4.02% | 3 |
|
|
2023
Q1 | $10.7M | Buy |
47,599
+716
| +2% | +$158K | 3.08% | 5 |
|
|
2022
Q4 | $9.87M | Sell |
46,883
-2,457
| -5% | -$520K | 3.16% | 4 |
|
|
2022
Q3 | $9.74M | Buy |
49,340
+3,537
| +8% | +$776K | 3.46% | 4 |
|
|
2022
Q2 | $9.52M | Sell |
45,803
-856
| -2% | -$193K | 3.01% | 3 |
|
|
2022
Q1 | $11.7M | Buy |
46,659
+1,037
| +2% | +$256K | 3.41% | 2 |
|
|
2021
Q4 | $12.1M | Buy |
45,622
+83
| +0.2% | +$21.4K | 3.3% | 4 |
|
|
2021
Q3 | $11M | Sell |
45,539
-7,115
| -14% | -$1.77M | 3.38% | 3 |
|
|
2021
Q2 | $12.7M | Sell |
52,654
-4,875
| -8% | -$1.15M | 4.08% | 3 |
|
|
2021
Q1 | $12.9M | Sell |
57,529
-2,112
| -4% | -$462K | 4.54% | 2 |
|
|
2020
Q4 | $12.6M | Buy |
59,641
+1,794
| +3% | +$358K | 4.74% | 4 |
|
|
2020
Q3 | $10.8M | Buy |
57,847
+20,401
| +54% | +$3.77M | 4.67% | 4 |
|
|
2020
Q2 | $6.43M | Sell |
37,446
-54,709
| -59% | -$8.85M | 3.31% | 7 |
|
|
2020
Q1 | $13M | Buy |
92,155
+6,051
| +7% | +$1.02M | 7.99% | 2 |
|
|
2019
Q4 | $15.4M | Buy |
86,104
+41,958
| +95% | +$7.16M | 7.04% | 1 |
|
|
2019
Q3 | $7.26M | Sell |
44,146
-14,152
| -24% | -$2.32M | 4.09% | 2 |
|
|
2019
Q2 | $9.49M | Sell |
58,298
-15,727
| -21% | -$2.52M | 5.26% | 3 |
|
|
2019
Q1 | $11.6M | Buy |
74,025
+2,483
| +3% | +$375K | 6.69% | 2 |
|
|
2018
Q4 | $9.92M | Sell |
71,542
-9,706
| -12% | -$1.45M | 6.6% | 2 |
|
|
2018
Q3 | $13.1M | Buy |
81,248
+688
| +0.9% | +$109K | 7.54% | 1 |
|
|
2018
Q2 | $12.2M | Buy |
80,560
+697
| +0.9% | +$105K | 7.54% | 1 |
|
|
2018
Q1 | $11.7M | Sell |
79,863
-2,710
| -3% | -$412K | 7.32% | 1 |
|
|
2017
Q4 | $12.3M | Buy |
82,573
+833
| +1% | +$121K | 8.01% | 2 |
|
|
2017
Q3 | $11.4M | Sell |
81,740
-1,529
| -2% | -$210K | 7.4% | 2 |
|
|
2017
Q2 | $11.3M | Buy |
83,269
+42,618
| +105% | +$5.69M | 7.92% | 2 |
|
|
2017
Q1 | $5.33M | Buy |
+40,651
| New | +$5.26M | 3.96% | 2 |
|
Other funds holding IWB
JT Stratford LLC's IWB Position: Q2 2026 in Review
JT Stratford LLC increased its iShares Russell 1000 ETF (IWB) stake by 4.6% in Q2 2026, buying an estimated $2.55M and bringing the position to 146,428 shares worth $60M. The position accounts for 6.57% of the portfolio, ranked #1.
JT Stratford LLC first reported a position in IWB in Q1 2017 and has held it in 38 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- JT Stratford LLC held 146,428 shares of iShares Russell 1000 ETF worth $60M as of Q2 2026.
- JT Stratford LLC bought 6,428 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.55M.
- iShares Russell 1000 ETF made up 6.57% of JT Stratford LLC's portfolio in Q2 2026, its #1 holding.
- JT Stratford LLC first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 38 quarters since.
- 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.