K.J. Harrison & Partners’s iShares Russell 1000 ETF IWB Stock Holding History

K.J. Harrison & Partners’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	$515K	Hold	1,443	–	–	0.08%	174
2025 Q4	$539K	Hold	1,443	–	–	0.07%	175
2025 Q3	$530K	Hold	1,443	–	–	0.08%	168
2025 Q2	$490K	Hold	1,443	–	–	0.08%	152
2025 Q1	$443K	Sell	1,443 -550	-28%	-$178K	0.09%	142
2024 Q4	$641K	Hold	1,993	–	–	0.1%	144
2024 Q3	$638K	Hold	1,993	–	–	0.1%	162
2024 Q2	$593K	Hold	1,993	–	–	0.1%	151
2024 Q1	$574K	Hold	1,993	–	–	0.09%	161
2023 Q4	$523K	Buy	+1,993	New	+$488K	0.09%	158
2023 Q3	–	Sell	-1,990	Closed	-$483K	–	157
2023 Q2	$483K	Sell	1,990 -335	-14%	-$77.1K	0.09%	162
2023 Q1	$524K	Hold	2,325	–	–	0.11%	154
2022 Q4	$663K	Sell	2,325 -225	-9%	-$47.6K	0.13%	143
2022 Q3	$503K	Hold	2,550	–	–	0.18%	108
2022 Q2	$530K	Hold	2,550	–	–	0.14%	125
2022 Q1	$638K	Buy	+2,550	New	+$630K	0.1%	154

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

K.J. Harrison & Partners's IWB Position: Q1 2026 in Review

K.J. Harrison & Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,443 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #174.

K.J. Harrison & Partners first reported a position in IWB in Q1 2022 and has held it in 16 quarters since. The position peaked at $663K in Q4 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

K.J. Harrison & Partners held 1,443 shares of iShares Russell 1000 ETF worth $515K as of Q1 2026.
K.J. Harrison & Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.08% of K.J. Harrison & Partners's portfolio in Q1 2026, its #174 holding.
K.J. Harrison & Partners first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 16 quarters since.
K.J. Harrison & Partners's iShares Russell 1000 ETF position peaked at $663K in Q4 2022.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.