Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		$14M Sell
39,109
-4,350
-10% -$1.62M 0.04% 210
2025
Q4 		$16.2M Buy
43,459
+25,535
+142% +$9.46M 0.04% 208
2025
Q3 		$6.56M Sell
17,924
-1,184
-6% -$417K 0.02% 253
2025
Q2 		$6.49M Buy
19,108
+1,170
+7% +$367K 0.02% 247
2025
Q1 		$5.5M Sell
17,938
-137
-0.8% -$44.3K 0.01% 265
2024
Q4 		$5.82M Sell
18,075
-149
-0.8% -$48.3K 0.01% 262
2024
Q3 		$5.73M Sell
18,224
-149
-0.8% -$45.1K 0.01% 267
2024
Q2 		$5.47M Sell
18,373
-111
-0.6% -$31.9K 0.01% 277
2024
Q1 		$5.33M Sell
18,484
-201
-1% -$55.1K 0.01% 289
2023
Q4 		$4.9M Buy
18,685
+605
+3% +$148K 0.01% 293
2023
Q3 		$4.25M Buy
18,080
+2,384
+15% +$584K 0.01% 299
2023
Q2 		$3.83M Buy
15,696
+2,203
+16% +$507K 0.01% 314
2023
Q1 		$3.04M Buy
13,493
+796
+6% +$175K 0.01% 313
2022
Q4 		$2.67M Sell
12,697
-262
-2% -$55.5K 0.01% 323
2022
Q3 		$2.56M Buy
12,959
+70
+0.5% +$15.4K 0.01% 316
2022
Q2 		$2.68M Buy
12,889
+283
+2% +$64K 0.01% 307
2022
Q1 		$3.15M Sell
12,606
-51
-0.4% -$12.6K 0.01% 293
2021
Q4 		$3.35M Sell
12,657
-79
-0.6% -$20.3K 0.01% 295
2021
Q3 		$3.08M Sell
12,736
-104
-0.8% -$25.9K 0.01% 290
2021
Q2 		$3.11M Sell
12,840
-808
-6% -$190K 0.01% 289
2021
Q1 		$3.05M Sell
13,648
-575
-4% -$126K 0.01% 284
2020
Q4 		$3.02M Buy
14,223
+334
+2% +$66.7K 0.01% 275
2020
Q3 		$2.6M Buy
13,889
+1,498
+12% +$277K 0.01% 271
2020
Q2 		$2.13M Sell
12,391
-672
-5% -$109K 0.01% 280
2020
Q1 		$1.85M Sell
13,063
-129
-1% -$21.8K 0.01% 263
2019
Q4 		$2.35M Sell
13,192
-259
-2% -$44.2K 0.01% 263
2019
Q3 		$2.21M Sell
13,451
-2,624
-16% -$431K 0.01% 261
2019
Q2 		$2.62M Buy
16,075
+87
+0.5% +$13.9K 0.01% 252
2019
Q1 		$2.52M Sell
15,988
-801
-5% -$121K 0.01% 235
2018
Q4 		$2.33M Buy
16,789
+2,389
+17% +$357K 0.02% 250
2018
Q3 		$2.33M Sell
14,400
-3,064
-18% -$486K 0.01% 245
2018
Q2 		$2.65M Sell
17,464
-123
-0.7% -$18.5K 0.02% 230
2018
Q1 		$2.58M Buy
17,587
+468
+3% +$71.1K 0.02% 230
2017
Q4 		$2.54M Sell
17,119
-2,013
-11% -$292K 0.02% 238
2017
Q3 		$2.68M Buy
19,132
+685
+4% +$94K 0.02% 230
2017
Q2 		$2.5M Sell
18,447
-3,523
-16% -$470K 0.02% 230
2017
Q1 		$2.88M Buy
21,970
+63
+0.3% +$8.16K 0.03% 223
2016
Q4 		$2.73M Sell
21,907
-557
-2% -$67.7K 0.03% 221
2016
Q3 		$2.71M Sell
22,464
-696
-3% -$83.7K 0.03% 219
2016
Q2 		$2.71M Sell
23,160
-365
-2% -$42.1K 0.04% 213
2016
Q1 		$2.68M Sell
23,525
-6,805
-22% -$735K 0.04% 198
2015
Q4 		$3.44M Buy
30,330
+6,636
+28% +$759K 0.06% 179
2015
Q3 		$2.54M Sell
23,694
-194
-0.8% -$22K 0.04% 197
2015
Q2 		$2.77M Sell
23,888
-858
-3% -$101K 0.04% 195
2015
Q1 		$2.87M Sell
24,746
-2,681
-10% -$310K 0.04% 188
2014
Q4 		$3.14M Buy
27,427
+1,344
+5% +$151K 0.05% 185
2014
Q3 		$2.87M Sell
26,083
-548
-2% -$60.6K 0.05% 185
2014
Q2 		$2.93M Buy
26,631
+195
+0.7% +$20.7K 0.05% 187
2014
Q1 		$2.77M Buy
26,436
+376
+1% +$38.7K 0.05% 186
2013
Q4 		$2.69M Buy
26,060
+959
+4% +$94.9K 0.05% 179
2013
Q3 		$2.36M Sell
25,101
-5,676
-18% -$530K 0.04% 179
2013
Q2 		$2.77M Buy
+30,777
New +$2.76M 0.06% 171

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 $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Kayne Anderson Rudnick Investment Management's IWB Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, selling an estimated $1.62M and leaving 39,109 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #210.

Kayne Anderson Rudnick Investment Management first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.2M in Q4 2025. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 39,109 shares of iShares Russell 1000 ETF worth $14M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 4,350 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.62M.
  • iShares Russell 1000 ETF made up 0.04% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #210 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Kayne Anderson Rudnick Investment Management's iShares Russell 1000 ETF position peaked at $16.2M in Q4 2025.
  • 1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.