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

Lawood & 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
Q3 		$356K Sell
856
-25
-3% -$10.4K 0.25% 71
2026
Q2 		$361K Sell
881
-510
-37% -$202K 0.24% 70
2026
Q1 		$496K Sell
1,391
-80
-5% -$29.8K 0.46% 54
2025
Q4 		$549K Buy
+1,471
New +$545K 0.52% 53

Other funds holding IWB

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Lawood & Co's IWB Position: Q3 2026 in Review

Lawood & Co reduced its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q3 2026, selling an estimated $10.4K and leaving 856 shares worth $356K. The position accounts for 0.25% of the portfolio, ranked #71.

Lawood & Co first reported a position in IWB in Q4 2025 and has held it in 4 quarters since. The position peaked at $549K in Q4 2025. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Lawood & Co held 856 shares of iShares Russell 1000 ETF worth $356K as of Q3 2026.
  • Lawood & Co sold 25 iShares Russell 1000 ETF shares in Q3 2026, an estimated $10.4K.
  • iShares Russell 1000 ETF made up 0.25% of Lawood & Co's portfolio in Q3 2026, its #71 holding.
  • Lawood & Co first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's iShares Russell 1000 ETF position peaked at $549K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.