London Company of Virginia’s iShares Russell 1000 ETF IWB Stock Holding History

London Company of Virginia’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 Q1	$114K	Sell	320 -30,135	-99%	-$11.2M	﹤0.01%	163
2025 Q4	$11.4M	Buy	30,455 +29,315	+2,571%	+$10.9M	0.07%	113
2025 Q3	$417K	Sell	1,140 -9,122	-89%	-$3.21M	﹤0.01%	160
2025 Q2	$3.48M	Buy	10,262 +7,841	+324%	+$2.46M	0.02%	122
2025 Q1	$743K	Sell	2,421 -28,501	-92%	-$9.22M	﹤0.01%	148
2024 Q4	$9.96M	Buy	30,922 +28,990	+1,501%	+$9.39M	0.05%	120
2024 Q3	$607K	Sell	1,932 -18,235	-90%	-$5.52M	﹤0.01%	149
2024 Q2	$6M	Buy	20,167 +19,462	+2,761%	+$5.59M	0.03%	122
2024 Q1	$203K	Sell	705 -74,695	-99%	-$20.5M	﹤0.01%	163
2023 Q4	$19.8M	Buy	75,400 +68,816	+1,045%	+$16.8M	0.11%	100
2023 Q3	$1.55M	Buy	6,584 +2,295	+54%	+$562K	0.01%	129
2023 Q2	$1.05M	Sell	4,289 -19,934	-82%	-$4.59M	0.01%	133
2023 Q1	$5.46M	Sell	24,223 -34,156	-59%	-$7.52M	0.03%	115
2022 Q4	$12.3M	Buy	58,379 +50,376	+629%	+$10.7M	0.07%	106
2022 Q3	$1.58M	Sell	8,003 -97,191	-92%	-$21.3M	0.01%	127
2022 Q2	$21.9M	Buy	105,194 +55,313	+111%	+$12.5M	0.13%	92
2022 Q1	$12.5M	Buy	49,881 +1,439	+3%	+$355K	0.07%	109
2021 Q4	$12.8M	Buy	48,442 +46,943	+3,132%	+$12.1M	0.06%	108
2021 Q3	$362K	Buy	1,499 +626	+72%	+$156K	﹤0.01%	147
2021 Q2	$211K	Sell	873 -777	-47%	-$183K	﹤0.01%	156
2021 Q1	$369K	Sell	1,650 -13,132	-89%	-$2.88M	﹤0.01%	141
2020 Q4	$3.13M	Buy	14,782 +9,583	+184%	+$1.91M	0.02%	110
2020 Q3	$973K	Buy	5,199 +3,997	+333%	+$738K	0.01%	116
2020 Q2	$206K	Sell	1,202 -106,581	-99%	-$17.2M	﹤0.01%	135
2020 Q1	$15.3M	Buy	107,783 +61,403	+132%	+$10.4M	0.15%	91
2019 Q4	$8.28M	Buy	46,380 +36,660	+377%	+$6.26M	0.06%	109
2019 Q3	$1.6M	Sell	9,720 -6,524	-40%	-$1.07M	0.01%	117
2019 Q2	$2.64M	Buy	+16,244	New	+$2.6M	0.02%	114
2019 Q1	–	Sell	-21,420	Closed	-$2.97M	–	142
2018 Q4	$2.97M	Buy	+21,420	New	+$3.2M	0.03%	115
2017 Q1	–	Sell	-1,679	Closed	-$209K	–	143
2016 Q4	$209K	Buy	+1,679	New	+$204K	﹤0.01%	126

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

London Company of Virginia's IWB Position: Q1 2026 in Review

London Company of Virginia reduced its iShares Russell 1000 ETF (IWB) stake by 99% in Q1 2026, selling an estimated $11.2M and leaving 320 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

London Company of Virginia first reported a position in IWB in Q4 2016 and has held it in 30 quarters since. The position peaked at $21.9M in Q2 2022. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

London Company of Virginia held 320 shares of iShares Russell 1000 ETF worth $114K as of Q1 2026.
London Company of Virginia sold 30,135 iShares Russell 1000 ETF shares in Q1 2026, an estimated $11.2M.
iShares Russell 1000 ETF made up ﹤0.01% of London Company of Virginia's portfolio in Q1 2026, its #163 holding.
London Company of Virginia first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 30 quarters since.
London Company of Virginia's iShares Russell 1000 ETF position peaked at $21.9M in Q2 2022.
1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.