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Linscomb Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Linscomb Wealth’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 		$4.91M Sell
11,988
-30
-0.2% -$11.9K 0.21% 97
2026
Q1 		$4.29M Sell
12,018
-469
-4% -$175K 0.19% 101
2025
Q4 		$4.66M Sell
12,487
-498
-4% -$184K 0.2% 105
2025
Q3 		$4.75M Sell
12,985
-261
-2% -$91.9K 0.2% 102
2025
Q2 		$4.5M Sell
13,246
-571
-4% -$179K 0.21% 100
2025
Q1 		$4.24M Sell
13,817
-3,108
-18% -$1M 0.21% 99
2024
Q4 		$5.45M Sell
16,925
-251
-1% -$81.3K 0.27% 84
2024
Q3 		$5.4M Buy
17,176
+19
+0.1% +$5.75K 0.27% 86
2024
Q2 		$5.1M Sell
17,157
-251
-1% -$72.1K 0.26% 87
2024
Q1 		$5.01M Sell
17,408
-24
-0.1% -$6.58K 0.26% 88
2023
Q4 		$4.57M Sell
17,432
-1,256
-7% -$308K 0.25% 89
2023
Q3 		$4.39M Sell
18,688
-896
-5% -$219K 0.26% 88
2023
Q2 		$4.77M Sell
19,584
-237
-1% -$54.6K 0.26% 87
2023
Q1 		$4.46M Sell
19,821
-1,332
-6% -$293K 0.23% 93
2022
Q4 		$4.45M Buy
21,153
+916
+5% +$194K 0.23% 91
2022
Q3 		$3.99M Buy
20,237
+18
+0.1% +$3.95K 0.24% 89
2022
Q2 		$4.2M Sell
20,219
-1,085
-5% -$245K 0.24% 86
2022
Q1 		$5.33M Sell
21,304
-192
-0.9% -$47.4K 0.25% 81
2021
Q4 		$5.68M Sell
21,496
-134
-0.6% -$34.5K 0.27% 78
2021
Q3 		$5.23M Sell
21,630
-167
-0.8% -$41.5K 0.27% 81
2021
Q2 		$5.28M Sell
21,797
-1,372
-6% -$323K 0.27% 81
2021
Q1 		$5.19M Sell
23,169
-178
-0.8% -$39K 0.28% 80
2020
Q4 		$4.95M Buy
23,347
+47
+0.2% +$9.38K 0.3% 79
2020
Q3 		$4.36M Sell
23,300
-1,343
-5% -$248K 0.3% 80
2020
Q2 		$4.23M Sell
24,643
-9,255
-27% -$1.5M 0.31% 77
2020
Q1 		$4.8M Sell
33,898
-2,044
-6% -$346K 0.42% 50
2019
Q4 		$6.41M Buy
+35,942
New +$6.13M 0.42% 39

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 29.18% 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

Linscomb Wealth's IWB Position: Q2 2026 in Review

Linscomb Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.25% in Q2 2026, selling an estimated $11.9K and leaving 11,988 shares worth $4.91M. The position accounts for 0.21% of the portfolio, ranked #97.

Linscomb Wealth first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.41M in Q4 2019. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Linscomb Wealth held 11,988 shares of iShares Russell 1000 ETF worth $4.91M as of Q2 2026.
  • Linscomb Wealth sold 30 iShares Russell 1000 ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Russell 1000 ETF made up 0.21% of Linscomb Wealth's portfolio in Q2 2026, its #97 holding.
  • Linscomb Wealth first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Linscomb Wealth's iShares Russell 1000 ETF position peaked at $6.41M in Q4 2019.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.