Lodestar Private Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Lodestar Private Asset Management’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	$5.59M	Sell	13,641 -163	-1%	-$64.6K	0.48%	48
2026 Q1	$4.92M	Buy	13,804 +47	+0.3%	+$17.5K	0.49%	49
2025 Q4	$5.14M	Sell	13,757 -65	-0.5%	-$24.1K	0.52%	49
2025 Q3	$5.05M	Sell	13,822 -8	-0.1%	-$2.82K	0.53%	49
2025 Q2	$4.7M	Buy	13,830 +377	+3%	+$118K	0.54%	47
2025 Q1	$4.13M	Buy	13,453 +41	+0.3%	+$13.3K	0.52%	48
2024 Q4	$4.32M	Sell	13,412 -241	-2%	-$78.1K	0.54%	42
2024 Q3	$4.29M	Buy	13,653 +10	+0.1%	+$3.03K	0.55%	44
2024 Q2	$4.06M	Sell	13,643 -178	-1%	-$51.1K	0.56%	44
2024 Q1	$3.98M	Sell	13,821 -373	-3%	-$102K	0.57%	42
2023 Q4	$3.72M	Sell	14,194 -1,973	-12%	-$483K	0.57%	44
2023 Q3	$3.8M	Sell	16,167 -87	-0.5%	-$21.3K	0.65%	45
2023 Q2	$3.96M	Sell	16,254 -167	-1%	-$38.5K	0.66%	39
2023 Q1	$3.7M	Sell	16,421 -440	-3%	-$96.8K	0.66%	40
2022 Q4	$3.55M	Buy	+16,861	New	+$3.57M	0.68%	40

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lodestar Private Asset Management's IWB Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q2 2026, selling an estimated $64.6K and leaving 13,641 shares worth $5.59M. The position accounts for 0.48% of the portfolio, ranked #48.

Lodestar Private Asset Management first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Lodestar Private Asset Management held 13,641 shares of iShares Russell 1000 ETF worth $5.59M as of Q2 2026.
Lodestar Private Asset Management sold 163 iShares Russell 1000 ETF shares in Q2 2026, an estimated $64.6K.
iShares Russell 1000 ETF made up 0.48% of Lodestar Private Asset Management's portfolio in Q2 2026, its #48 holding.
Lodestar Private Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.