Kovitz Investment Group Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Kovitz Investment Group 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 Q2	$1.08M	Sell	2,644 -1,074	-29%	-$426K	0.02%	308
2026 Q1	$1.33M	Buy	3,718 +105	+3%	+$39.1K	0.03%	281
2025 Q4	$1.35M	Sell	3,613 -174,422	-98%	-$64.6M	0.03%	281
2025 Q3	$65.1M	Sell	178,035 -6,799	-4%	-$2.39M	0.25%	87
2025 Q2	$62.8M	Buy	184,834 +4,130	+2%	+$1.3M	0.27%	86
2025 Q1	$55.4M	Sell	180,704 -8,703	-5%	-$2.81M	0.28%	86
2024 Q4	$61M	Sell	189,407 -4,550	-2%	-$1.47M	0.3%	79
2024 Q3	$52.6M	Buy	193,957 +9,147	+5%	+$2.77M	0.37%	64
2024 Q2	$55M	Buy	184,810 +27,688	+18%	+$7.95M	0.47%	49
2024 Q1	$45.3M	Buy	+157,122	New	+$43.1M	0.57%	37
2019 Q1	–	Sell	-22,376	Closed	-$3.1M	–	365
2018 Q4	$3.1M	Buy	+22,376	New	+$3.35M	0.12%	116

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

Kovitz Investment Group Partners's IWB Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares Russell 1000 ETF (IWB) stake by 29% in Q2 2026, selling an estimated $426K and leaving 2,644 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #308.

Kovitz Investment Group Partners first reported a position in IWB in Q4 2018 and has held it in 11 quarters since. The position peaked at $65.1M in Q3 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Kovitz Investment Group Partners held 2,644 shares of iShares Russell 1000 ETF worth $1.08M as of Q2 2026.
Kovitz Investment Group Partners sold 1,074 iShares Russell 1000 ETF shares in Q2 2026, an estimated $426K.
iShares Russell 1000 ETF made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #308 holding.
Kovitz Investment Group Partners first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 11 quarters since.
Kovitz Investment Group Partners's iShares Russell 1000 ETF position peaked at $65.1M in Q3 2025.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.