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

LRI 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 		$39.3K Hold
96
– – ﹤0.01% 597
2026
Q1 		$34.2K Hold
96
– – ﹤0.01% 577
2025
Q4 		$35.9K Hold
96
– – ﹤0.01% 600
2025
Q3 		$35.1K Hold
96
– – ﹤0.01% 611
2025
Q2 		$32.6K Hold
96
– – ﹤0.01% 620
2025
Q1 		$29.4K Hold
96
– – ﹤0.01% 610
2024
Q4 		$30.9K Hold
96
– – ﹤0.01% 596
2024
Q3 		$31.4K Hold
96
– – ﹤0.01% 583
2024
Q2 		$28.6K Hold
96
– – ﹤0.01% 561
2024
Q1 		$27.7K Buy
+96
New +$26.3K 0.01% 338

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
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
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

LRI Investments's IWB Position: Q2 2026 in Review

LRI Investments held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 96 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

LRI Investments first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 424 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • LRI Investments held 96 shares of iShares Russell 1000 ETF worth $39.3K as of Q2 2026.
  • LRI Investments left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #597 holding.
  • LRI Investments first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.