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Kurt F. Somerville’s iShares Russell 1000 ETF IWB Stock Holding History

Kurt F. Somerville’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 		$246K Sell
600
-600
-50% -$238K 0.06% 89
2026
Q1 		$428K Sell
1,200
-544
-31% -$203K 0.11% 69
2025
Q4 		$651K Hold
1,744
– – 0.11% 63
2025
Q3 		$637K Hold
1,744
– – 0.11% 66
2025
Q2 		$592K Hold
1,744
– – 0.1% 67
2025
Q1 		$535K Buy
+1,744
New +$564K 0.09% 69

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kurt F. Somerville's IWB Position: Q2 2026 in Review

Kurt F. Somerville reduced its iShares Russell 1000 ETF (IWB) stake by 50% in Q2 2026, selling an estimated $238K and leaving 600 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #89.

Kurt F. Somerville first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $651K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Kurt F. Somerville held 600 shares of iShares Russell 1000 ETF worth $246K as of Q2 2026.
  • Kurt F. Somerville sold 600 iShares Russell 1000 ETF shares in Q2 2026, an estimated $238K.
  • iShares Russell 1000 ETF made up 0.06% of Kurt F. Somerville's portfolio in Q2 2026, its #89 holding.
  • Kurt F. Somerville first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • Kurt F. Somerville's iShares Russell 1000 ETF position peaked at $651K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kurt F. Somerville's 13F filing for Q2 2026, filed 11 Aug 2026.