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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
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

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 29.2% 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

Lawood & Co's IWB Position: Q2 2026 in Review

Lawood & Co reduced its iShares Russell 1000 ETF (IWB) stake by 37% in Q2 2026, selling an estimated $202K and leaving 881 shares worth $361K. The position accounts for 0.24% of the portfolio, ranked #70.

Lawood & Co first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. The position peaked at $549K in Q4 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Lawood & Co held 881 shares of iShares Russell 1000 ETF worth $361K as of Q2 2026.
  • Lawood & Co sold 510 iShares Russell 1000 ETF shares in Q2 2026, an estimated $202K.
  • iShares Russell 1000 ETF made up 0.24% of Lawood & Co's portfolio in Q2 2026, its #70 holding.
  • Lawood & Co first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • Lawood & Co's iShares Russell 1000 ETF position peaked at $549K in Q4 2025.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.