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LGL Partners’s iShares Russell 1000 ETF IWB Stock Holding History

LGL Partners’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 		$1.11M Buy
2,710
+5
+0.2% +$1.98K 0.41% 22
2026
Q1 		$964K Buy
2,705
+7
+0.3% +$2.61K 0.4% 25
2025
Q4 		$1.01M Buy
2,698
+8
+0.3% +$2.96K 0.43% 23
2025
Q3 		$983K Buy
2,690
+7
+0.3% +$2.47K 0.42% 25
2025
Q2 		$932K Buy
2,683
+7
+0.3% +$2.2K 0.41% 23
2025
Q1 		$821K Buy
2,676
+7
+0.3% +$2.26K 0.4% 28
2024
Q4 		$860K Buy
2,669
+8
+0.3% +$2.59K 0.12% 49
2024
Q3 		$837K Buy
2,661
+9
+0.3% +$2.73K 0.12% 46
2024
Q2 		$789K Buy
2,652
+7
+0.3% +$2.01K 0.12% 48
2024
Q1 		$762K Buy
2,645
+8
+0.3% +$2.19K 0.13% 50
2023
Q4 		$692K Buy
2,637
+21
+0.8% +$5.14K 0.09% 53
2023
Q3 		$615K Hold
2,616
– – 0.11% 53
2023
Q2 		$638K Buy
2,616
+7
+0.3% +$1.61K 0.11% 51
2023
Q1 		$588K Buy
2,609
+10
+0.4% +$2.2K 0.1% 52
2022
Q4 		$547K Buy
2,599
+11
+0.4% +$2.33K 0.1% 50
2022
Q3 		$511K Buy
2,588
+12
+0.5% +$2.63K 0.11% 60
2022
Q2 		$535K Buy
2,576
+8
+0.3% +$1.81K 0.09% 52
2022
Q1 		$642K Buy
2,568
+8
+0.3% +$1.98K 0.09% 52
2021
Q4 		$677K Buy
2,560
+7
+0.3% +$1.8K 0.08% 52
2021
Q3 		$617K Buy
2,553
+9
+0.4% +$2.24K 0.37% 42
2021
Q2 		$616K Buy
2,544
+6
+0.2% +$1.41K 0.37% 44
2021
Q1 		$568K Buy
2,538
+8
+0.3% +$1.75K 0.33% 46
2020
Q4 		$536K Buy
2,530
+10
+0.4% +$2K 0.31% 46
2020
Q3 		$472K Buy
2,520
+10
+0.4% +$1.85K 0.29% 47
2020
Q2 		$431K Buy
2,510
+9
+0.4% +$1.46K 0.27% 50
2020
Q1 		$354K Buy
2,501
+13
+0.5% +$2.2K 0.23% 53
2019
Q4 		$444K Buy
2,488
+12
+0.5% +$2.05K 0.15% 54
2019
Q3 		$407K Buy
2,476
+11
+0.4% +$1.8K 0.17% 63
2019
Q2 		$401K Buy
2,465
+13
+0.5% +$2.08K 0.16% 68
2019
Q1 		$386K Buy
2,452
+10
+0.4% +$1.51K 0.15% 72
2018
Q4 		$339K Buy
2,442
+25
+1% +$3.74K 0.18% 42
2018
Q3 		$391K Buy
2,417
+10
+0.4% +$1.59K 0.19% 43
2018
Q2 		$366K Hold
2,407
– – 0.17% 45
2018
Q1 		$353K Buy
2,407
+11
+0.5% +$1.67K 0.17% 49
2017
Q4 		$356K Buy
2,396
+10
+0.4% +$1.45K 0.16% 49
2017
Q3 		$334K Buy
2,386
+21
+0.9% +$2.88K 0.21% 45
2017
Q2 		$320K Hold
2,365
– – 0.17% 68
2017
Q1 		$310K Buy
2,365
+10
+0.4% +$1.29K 0.16% 69
2016
Q4 		$293K Buy
2,355
+13
+0.6% +$1.58K 0.16% 75
2016
Q3 		$281K Buy
2,342
+22
+0.9% +$2.64K 0.15% 76
2016
Q2 		$270K Hold
2,320
– – 0.15% 78
2016
Q1 		$265K Buy
2,320
+13
+0.6% +$1.41K 0.14% 81
2015
Q4 		$261K Buy
+2,307
New +$264K 0.14% 77

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

LGL Partners's IWB Position: Q2 2026 in Review

LGL Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.18% in Q2 2026, buying an estimated $1.98K and bringing the position to 2,710 shares worth $1.11M. The position accounts for 0.41% of the portfolio, ranked #22.

LGL Partners first reported a position in IWB in Q4 2015 and has held it in 43 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • LGL Partners held 2,710 shares of iShares Russell 1000 ETF worth $1.11M as of Q2 2026.
  • LGL Partners bought 5 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.98K.
  • iShares Russell 1000 ETF made up 0.41% of LGL Partners's portfolio in Q2 2026, its #22 holding.
  • LGL Partners first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.