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LMCG Investments’s iShares Russell 1000 ETF IWB Stock Holding History

LMCG Investments’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 		$3.68M Sell
8,998
-275
-3% -$109K 0.2% 115
2026
Q1 		$3.31M Sell
9,273
-1
-0% -$373 0.2% 111
2025
Q4 		$3.46M Buy
9,274
+89
+1% +$33K 0.2% 111
2025
Q3 		$3.36M Buy
9,185
+706
+8% +$249K 0.2% 114
2025
Q2 		$2.88M Sell
8,479
-3,263
-28% -$1.02M 0.18% 119
2025
Q1 		$3.6M Sell
11,742
-16
-0.1% -$5.17K 0.24% 110
2024
Q4 		$3.79M Sell
11,758
-1,074
-8% -$348K 0.23% 105
2024
Q3 		$4.03M Buy
12,832
+399
+3% +$121K 0.24% 110
2024
Q2 		$3.7M Sell
12,433
-259
-2% -$74.4K 0.22% 115
2024
Q1 		$3.66M Buy
12,692
+157
+1% +$43K 0.22% 118
2023
Q4 		$3.29M Buy
12,535
+99
+0.8% +$24.2K 0.2% 119
2023
Q3 		$2.92M Sell
12,436
-593
-5% -$145K 0.2% 120
2023
Q2 		$3.18M Sell
13,029
-3,407
-21% -$785K 0.21% 120
2023
Q1 		$3.7M Buy
16,436
+22
+0.1% +$4.84K 0.25% 108
2022
Q4 		$3.46M Buy
16,414
+844
+5% +$179K 0.24% 113
2022
Q3 		$3.07M Buy
15,570
+464
+3% +$102K 0.22% 123
2022
Q2 		$3.14M Buy
15,106
+565
+4% +$128K 0.22% 120
2022
Q1 		$3.64M Buy
+14,541
New +$3.59M 0.21% 127

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
Wealth Enhancement Advisory Services
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
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

LMCG Investments's IWB Position: Q2 2026 in Review

LMCG Investments reduced its iShares Russell 1000 ETF (IWB) stake by 3% in Q2 2026, selling an estimated $109K and leaving 8,998 shares worth $3.68M. The position accounts for 0.2% of the portfolio, ranked #115.

LMCG Investments first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.03M in Q3 2024. 480 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • LMCG Investments held 8,998 shares of iShares Russell 1000 ETF worth $3.68M as of Q2 2026.
  • LMCG Investments sold 275 iShares Russell 1000 ETF shares in Q2 2026, an estimated $109K.
  • iShares Russell 1000 ETF made up 0.2% of LMCG Investments's portfolio in Q2 2026, its #115 holding.
  • LMCG Investments first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • LMCG Investments's iShares Russell 1000 ETF position peaked at $4.03M in Q3 2024.
  • 480 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.