Klingenstein Fields & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Klingenstein Fields & Co’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	$591K	Hold	1,444	–	–	0.02%	125
2026 Q1	$515K	Buy	1,444 +110	+8%	+$41K	0.02%	124
2025 Q4	$498K	Hold	1,334	–	–	0.02%	122
2025 Q3	$488K	Buy	1,334 +524	+65%	+$185K	0.02%	127
2025 Q2	$275K	Hold	810	–	–	0.01%	161
2025 Q1	$248K	Hold	810	–	–	0.01%	162
2024 Q4	$261K	Hold	810	–	–	0.01%	159
2024 Q3	$255K	Hold	810	–	–	0.01%	167
2024 Q2	$241K	Hold	810	–	–	0.01%	164
2024 Q1	$233K	Hold	810	–	–	0.01%	172
2023 Q4	$212K	Buy	+810	New	+$198K	0.01%	176

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 29.2% 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

Klingenstein Fields & Co's IWB Position: Q2 2026 in Review

Klingenstein Fields & Co held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,444 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #125.

Klingenstein Fields & Co first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Klingenstein Fields & Co held 1,444 shares of iShares Russell 1000 ETF worth $591K as of Q2 2026.
Klingenstein Fields & Co left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.02% of Klingenstein Fields & Co's portfolio in Q2 2026, its #125 holding.
Klingenstein Fields & Co first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.