Latigo Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Latigo Investments’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	$17.4M	Hold	42,556	–	–	7.77%	5
2026 Q1	$15.2M	Hold	42,556	–	–	7.56%	5
2025 Q4	$15.9M	Hold	42,556	–	–	7.82%	5
2025 Q3	$15.6M	Hold	42,556	–	–	7.84%	5
2025 Q2	$14.5M	Hold	42,556	–	–	7.44%	5
2025 Q1	$13.1M	Hold	42,556	–	–	6.96%	5
2024 Q4	$13.7M	Hold	42,556	–	–	6.97%	5
2024 Q3	$13.4M	Hold	42,556	–	–	6.53%	5
2024 Q2	$12.7M	Hold	42,556	–	–	6.48%	5
2024 Q1	$12.3M	Hold	42,556	–	–	6.28%	5
2023 Q4	$11.2M	Hold	42,556	–	–	6.16%	6
2023 Q3	$10M	Hold	42,556	–	–	6.08%	6
2023 Q2	$10.4M	Hold	42,556	–	–	6.36%	6
2023 Q1	$9.58M	Hold	42,556	–	–	6.89%	6
2022 Q4	$8.96M	Hold	42,556	–	–	6.83%	6
2022 Q3	$8.4M	Hold	42,556	–	–	7.07%	6
2022 Q2	$8.84M	Hold	42,556	–	–	7.34%	6
2022 Q1	$10.6M	Hold	42,556	–	–	7.4%	6
2021 Q4	$11.3M	Buy	+42,556	New	+$11M	7.51%	5

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

Latigo Investments's IWB Position: Q2 2026 in Review

Latigo Investments held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 42,556 shares worth $17.4M. The position accounts for 7.77% of the portfolio, ranked #5.

Latigo Investments first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Latigo Investments held 42,556 shares of iShares Russell 1000 ETF worth $17.4M as of Q2 2026.
Latigo Investments left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 7.77% of Latigo Investments's portfolio in Q2 2026, its #5 holding.
Latigo Investments first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Latigo Investments's 13F filing for Q2 2026, filed 7 Aug 2026.