Kelman-Lazarov Inc’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
Q1 | $857K | Hold |
2,403
| – | – | 0.12% | 69 |
|
|
2025
Q4 | $897K | Hold |
2,403
| – | – | 0.13% | 64 |
|
|
2025
Q3 | $878K | Buy |
2,403
+757
| +46% | +$267K | 0.13% | 63 |
|
|
2025
Q2 | $559K | Buy |
1,646
+20
| +1% | +$6.28K | 0.09% | 75 |
|
|
2025
Q1 | $499K | Sell |
1,626
-30
| -2% | -$9.7K | 0.09% | 74 |
|
|
2024
Q4 | $533K | Hold |
1,656
| – | – | 0.1% | 72 |
|
|
2024
Q3 | $521K | Sell |
1,656
-32
| -2% | -$9.69K | 0.09% | 72 |
|
|
2024
Q2 | $502K | Hold |
1,688
| – | – | 0.09% | 70 |
|
|
2024
Q1 | $486K | Buy |
1,688
+47
| +3% | +$12.9K | 0.1% | 71 |
|
|
2023
Q4 | $430K | Sell |
1,641
-185
| -10% | -$45.3K | 0.09% | 71 |
|
|
2023
Q3 | $429K | Hold |
1,826
| – | – | 0.1% | 67 |
|
|
2023
Q2 | $445K | Hold |
1,826
| – | – | 0.11% | 68 |
|
|
2023
Q1 | $411K | Sell |
1,826
-7
| -0.4% | -$1.54K | 0.11% | 67 |
|
|
2022
Q4 | $386K | Hold |
1,833
| – | – | 0.11% | 67 |
|
|
2022
Q3 | $362K | Hold |
1,833
| – | – | 0.12% | 60 |
|
|
2022
Q2 | $381K | Buy |
1,833
+185
| +11% | +$41.8K | 0.13% | 58 |
|
|
2022
Q1 | $412K | Hold |
1,648
| – | – | 0.14% | 56 |
|
|
2021
Q4 | $436K | Hold |
1,648
| – | – | 0.14% | 58 |
|
|
2021
Q3 | $398K | Hold |
1,648
| – | – | 0.14% | 54 |
|
|
2021
Q2 | $399K | Sell |
1,648
-126
| -7% | -$29.7K | 0.14% | 54 |
|
|
2021
Q1 | $397K | Hold |
1,774
| – | – | 0.14% | 54 |
|
|
2020
Q4 | $376K | Hold |
1,774
| – | – | 0.14% | 51 |
|
|
2020
Q3 | $332K | Sell |
1,774
-202
| -10% | -$37.3K | 0.15% | 55 |
|
|
2020
Q2 | $339K | Sell |
1,976
-74
| -4% | -$12K | 0.16% | 53 |
|
|
2020
Q1 | $290K | Sell |
2,050
-45
| -2% | -$7.61K | 0.16% | 59 |
|
|
2019
Q4 | $374K | Sell |
2,095
-11
| -0.5% | -$1.88K | 0.17% | 65 |
|
|
2019
Q3 | $347K | Hold |
2,106
| – | – | 0.17% | 72 |
|
|
2019
Q2 | $343K | Sell |
2,106
-250
| -11% | -$40K | 0.18% | 70 |
|
|
2019
Q1 | $371K | Hold |
2,356
| – | – | 0.2% | 72 |
|
|
2018
Q4 | $327K | Sell |
2,356
-166
| -7% | -$24.8K | 0.2% | 76 |
|
|
2018
Q3 | $408K | Hold |
2,522
| – | – | 0.24% | 77 |
|
|
2018
Q2 | $383K | Hold |
2,522
| – | – | 0.21% | 84 |
|
|
2018
Q1 | $370K | Hold |
2,522
| – | – | 0.2% | 84 |
|
|
2017
Q4 | $375K | Buy |
2,522
+424
| +20% | +$61.4K | 0.19% | 88 |
|
|
2017
Q3 | $293K | Hold |
2,098
| – | – | 0.15% | 97 |
|
|
2017
Q2 | $284K | Hold |
2,098
| – | – | 0.16% | 97 |
|
|
2017
Q1 | $275K | Sell |
2,098
-100
| -5% | -$12.9K | 0.18% | 90 |
|
|
2016
Q4 | $274K | Hold |
2,198
| – | – | 0.15% | 97 |
|
|
2016
Q3 | $263K | Hold |
2,198
| – | – | 0.15% | 98 |
|
|
2016
Q2 | $257K | Hold |
2,198
| – | – | 0.15% | 102 |
|
|
2016
Q1 | $252K | Buy |
+2,198
| New | +$238K | 0.15% | 110 |
|
Other funds holding IWB
Kelman-Lazarov Inc's IWB Position: Q1 2026 in Review
Kelman-Lazarov Inc held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 2,403 shares worth $857K. The position accounts for 0.12% of the portfolio, ranked #69.
Kelman-Lazarov Inc first reported a position in IWB in Q1 2016 and has held it in 41 quarters since. The position peaked at $897K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Kelman-Lazarov Inc held 2,403 shares of iShares Russell 1000 ETF worth $857K as of Q1 2026.
- Kelman-Lazarov Inc left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
- iShares Russell 1000 ETF made up 0.12% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #69 holding.
- Kelman-Lazarov Inc first reported a position in iShares Russell 1000 ETF in Q1 2016 and has held it in 41 quarters since.
- Kelman-Lazarov Inc's iShares Russell 1000 ETF position peaked at $897K in Q4 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.