LBJ Family Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

LBJ Family Wealth Advisors’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	$1.89M	Buy	4,662 +7	+0.2%	+$2.77K	0.97%	16
2026 Q1	$1.61M	Buy	4,655 +9	+0.2%	+$3.35K	0.95%	16
2025 Q4	$1.74M	Buy	4,646 +10	+0.2%	+$3.7K	0.95%	15
2025 Q3	$1.69M	Buy	4,636 +10	+0.2%	+$3.52K	0.92%	15
2025 Q2	$1.57M	Buy	4,626 +9	+0.2%	+$2.83K	0.91%	14
2025 Q1	$1.42M	Buy	4,617 +9	+0.2%	+$2.91K	0.9%	16
2024 Q4	$1.49M	Buy	4,608 +11	+0.2%	+$3.56K	0.89%	15
2024 Q3	$1.45M	Buy	4,597 +12	+0.3%	+$3.63K	0.86%	15
2024 Q2	$1.36M	Buy	4,585 +8	+0.2%	+$2.3K	0.86%	16
2024 Q1	$1.32M	Buy	4,577 +11	+0.2%	+$3.02K	0.84%	15
2023 Q4	$1.2M	Buy	4,566 +27	+0.6%	+$6.61K	0.83%	16
2023 Q3	$1.07M	Sell	4,539 -377	-8%	-$92.3K	0.8%	16
2023 Q2	$1.2M	Buy	4,916 +9	+0.2%	+$2.07K	0.83%	16
2023 Q1	$1.1M	Buy	4,907 +18	+0.4%	+$3.96K	0.78%	14
2022 Q4	$1.03M	Buy	4,889 +21	+0.4%	+$4.45K	0.77%	16
2022 Q3	$961K	Buy	4,868 +24	+0.5%	+$5.26K	0.78%	14
2022 Q2	$1.01M	Buy	4,844 +14	+0.3%	+$3.16K	0.75%	14
2022 Q1	$1.18M	Sell	4,830 -64	-1%	-$15.8K	0.75%	13
2021 Q4	$1.29M	Buy	4,894 +10	+0.2%	+$2.57K	0.75%	13
2021 Q3	$1.19M	Hold	4,884	–	–	0.71%	16
2021 Q2	$1.18M	Sell	4,884 -415	-8%	-$97.8K	0.7%	16
2021 Q1	$1.19M	Buy	5,299 +17	+0.3%	+$3.72K	0.75%	15
2020 Q4	$1.12M	Buy	5,282 +20	+0.4%	+$3.99K	0.73%	15
2020 Q3	$985K	Buy	5,262 +22	+0.4%	+$4.06K	0.75%	14
2020 Q2	$900K	Buy	5,240 +18	+0.3%	+$2.91K	0.72%	15
2020 Q1	$739K	Buy	5,222 +27	+0.5%	+$4.56K	0.72%	15
2019 Q4	$930K	Buy	5,195 +25	+0.5%	+$4.27K	0.64%	15
2019 Q3	$851K	Buy	5,170 +22	+0.4%	+$3.61K	0.64%	16
2019 Q2	$852K	Buy	5,148 +28	+0.5%	+$4.48K	0.63%	15
2019 Q1	$805K	Buy	5,120 +21	+0.4%	+$3.17K	0.45%	16
2018 Q4	$707K	Buy	+5,099	New	+$763K	0.62%	16

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

LBJ Family Wealth Advisors's IWB Position: Q2 2026 in Review

LBJ Family Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.15% in Q2 2026, buying an estimated $2.77K and bringing the position to 4,662 shares worth $1.89M. The position accounts for 0.97% of the portfolio, ranked #16.

LBJ Family Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 31 quarters since. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

LBJ Family Wealth Advisors held 4,662 shares of iShares Russell 1000 ETF worth $1.89M as of Q2 2026.
LBJ Family Wealth Advisors bought 7 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.77K.
iShares Russell 1000 ETF made up 0.97% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #16 holding.
LBJ Family Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 31 quarters since.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.