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Lee, Danner & Bass’s iShares Russell 1000 ETF IWB Stock Holding History

Lee, Danner & Bass’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 		$1.54M Sell
3,760
-35
-0.9% -$13.9K 0.09% 135
2026
Q1 		$1.35M Sell
3,795
-800
-17% -$298K 0.09% 137
2025
Q4 		$1.72M Sell
4,595
-615
-12% -$228K 0.12% 116
2025
Q3 		$1.9M Sell
5,210
-160
-3% -$56.4K 0.14% 112
2025
Q2 		$1.82M Sell
5,370
-925
-15% -$290K 0.14% 109
2025
Q1 		$1.93M Sell
6,295
-50
-0.8% -$16.2K 0.16% 104
2024
Q4 		$2.04M Sell
6,345
-850
-12% -$275K 0.16% 104
2024
Q3 		$2.26M Sell
7,195
-2,195
-23% -$665K 0.16% 100
2024
Q2 		$2.79M Buy
+9,390
New +$2.7M 0.22% 89
2023
Q4 		$2.77M Buy
10,550
+6,525
+162% +$1.6M 0.24% 89
2023
Q3 		$946K Buy
4,025
+260
+7% +$63.6K 0.09% 125
2023
Q2 		$918K Buy
3,765
+30
+0.8% +$6.91K 0.08% 133
2023
Q1 		$841K Buy
3,735
+50
+1% +$11K 0.08% 137
2022
Q4 		$776K Sell
3,685
-72
-2% -$15.2K 0.07% 140
2022
Q3 		$741K Buy
3,757
+5
+0.1% +$1.1K 0.08% 136
2022
Q2 		$780K Sell
3,752
-78
-2% -$17.6K 0.08% 131
2022
Q1 		$958K Sell
3,830
-100
-3% -$24.7K 0.08% 129
2021
Q4 		$1.04M Sell
3,930
-25
-0.6% -$6.43K 0.09% 118
2021
Q3 		$956K Sell
3,955
-250
-6% -$62.1K 0.09% 121
2021
Q2 		$1.02M Buy
4,205
+45
+1% +$10.6K 0.09% 120
2021
Q1 		$931K Sell
4,160
-5
-0.1% -$1.09K 0.09% 119
2020
Q4 		$882K Sell
4,165
-100
-2% -$20K 0.09% 116
2020
Q3 		$798K Sell
4,265
-35
-0.8% -$6.46K 0.09% 113
2020
Q2 		$738K Sell
4,300
-270
-6% -$43.7K 0.09% 117
2020
Q1 		$647K Buy
4,570
+45
+1% +$7.61K 0.09% 122
2019
Q4 		$807K Sell
4,525
-565
-11% -$96.4K 0.08% 124
2019
Q3 		$838K Sell
5,090
-725
-12% -$119K 0.09% 120
2019
Q2 		$947K Sell
5,815
-35
-0.6% -$5.6K 0.1% 114
2019
Q1 		$920K Sell
5,850
-5
-0.1% -$756 0.1% 115
2018
Q4 		$812K Sell
5,855
-415
-7% -$62.1K 0.1% 120
2018
Q3 		$1.01M Sell
6,270
-130
-2% -$20.6K 0.1% 116
2018
Q2 		$973K Sell
6,400
-540
-8% -$81.4K 0.1% 114
2018
Q1 		$1.02M Buy
6,940
+90
+1% +$13.7K 0.11% 114
2017
Q4 		$1.02M Sell
6,850
-30
-0.4% -$4.34K 0.1% 113
2017
Q3 		$962K Sell
6,880
-15
-0.2% -$2.06K 0.1% 111
2017
Q2 		$933K Sell
6,895
-325
-5% -$43.4K 0.1% 111
2017
Q1 		$948K Buy
7,220
+2,950
+69% +$382K 0.11% 108
2016
Q4 		$531K Sell
4,270
-175
-4% -$21.3K 0.06% 124
2016
Q3 		$535K Sell
4,445
-155
-3% -$18.6K 0.07% 120
2016
Q2 		$538K Buy
4,600
+20
+0.4% +$2.31K 0.07% 118
2016
Q1 		$532K Sell
4,580
-15
-0.3% -$1.62K 0.07% 118
2015
Q4 		$521K Hold
4,595
– – 0.07% 120
2015
Q3 		$492K Sell
4,595
-175
-4% -$19.9K 0.07% 124
2015
Q2 		$554K Buy
4,770
+565
+13% +$66.6K 0.07% 125
2015
Q1 		$487K Buy
4,205
+125
+3% +$14.4K 0.06% 122
2014
Q4 		$468K Buy
4,080
+10
+0.2% +$1.12K 0.06% 123
2014
Q3 		$447K Buy
4,070
+100
+3% +$11.1K 0.06% 125
2014
Q2 		$437K Sell
3,970
-570
-13% -$60.7K 0.05% 119
2014
Q1 		$476K Buy
4,540
+205
+5% +$21.1K 0.06% 115
2013
Q4 		$447K Hold
4,335
– – 0.06% 114
2013
Q3 		$408K Hold
4,335
– – 0.06% 116
2013
Q2 		$390K Buy
+4,335
New +$388K 0.06% 116

Other funds holding IWB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Lee, Danner & Bass's IWB Position: Q2 2026 in Review

Lee, Danner & Bass reduced its iShares Russell 1000 ETF (IWB) stake by 0.92% in Q2 2026, selling an estimated $13.9K and leaving 3,760 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #135.

Lee, Danner & Bass first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.79M in Q2 2024. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Lee, Danner & Bass held 3,760 shares of iShares Russell 1000 ETF worth $1.54M as of Q2 2026.
  • Lee, Danner & Bass sold 35 iShares Russell 1000 ETF shares in Q2 2026, an estimated $13.9K.
  • iShares Russell 1000 ETF made up 0.09% of Lee, Danner & Bass's portfolio in Q2 2026, its #135 holding.
  • Lee, Danner & Bass first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Lee, Danner & Bass's iShares Russell 1000 ETF position peaked at $2.79M in Q2 2024.
  • 460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.