LS Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-572
| Closed | -$214K | – | 134 |
|
|
2025
Q4 | $214K | Hold |
572
| – | – | 0.03% | 127 |
|
|
2025
Q3 | $209K | Sell |
572
-50
| -8% | -$17.6K | 0.03% | 137 |
|
|
2025
Q2 | $211K | Buy |
+622
| New | +$195K | 0.03% | 131 |
|
|
2025
Q1 | – | Sell |
-622
| Closed | -$200K | – | 132 |
|
|
2024
Q4 | $200K | Buy |
+622
| New | +$201K | 0.03% | 133 |
|
|
2022
Q2 | – | Sell |
-697
| Closed | -$174K | – | 138 |
|
|
2022
Q1 | $174K | Hold |
697
| – | – | 0.03% | 126 |
|
|
2021
Q4 | $184K | Hold |
697
| – | – | 0.03% | 137 |
|
|
2021
Q3 | $168K | Hold |
697
| – | – | 0.02% | 147 |
|
|
2021
Q2 | $169K | Hold |
697
| – | – | 0.02% | 149 |
|
|
2021
Q1 | $156K | Hold |
697
| – | – | 0.01% | 786 |
|
|
2020
Q4 | $148K | Hold |
697
| – | – | 0.01% | 852 |
|
|
2020
Q3 | $130K | Hold |
697
| – | – | 0.01% | 742 |
|
|
2020
Q2 | $120K | Hold |
697
| – | – | 0.01% | 927 |
|
|
2020
Q1 | $99K | Hold |
697
| – | – | 0.01% | 900 |
|
|
2019
Q4 | $124K | Hold |
697
| – | – | 0.01% | 1040 |
|
|
2019
Q3 | $115K | Hold |
697
| – | – | 0.01% | 1018 |
|
|
2019
Q2 | $113K | Hold |
697
| – | – | 0.01% | 1035 |
|
|
2019
Q1 | $110K | Hold |
697
| – | – | 0.01% | 1053 |
|
|
2018
Q4 | $97K | Hold |
697
| – | – | 0.01% | 1066 |
|
|
2018
Q3 | $113K | Hold |
697
| – | – | 0.01% | 1078 |
|
|
2018
Q2 | $106K | Hold |
697
| – | – | 0.01% | 1123 |
|
|
2018
Q1 | $102K | Hold |
697
| – | – | 0.01% | 1109 |
|
|
2017
Q4 | $104K | Hold |
697
| – | – | 0.01% | 1128 |
|
|
2017
Q3 | $97K | Hold |
697
| – | – | 0.01% | 1160 |
|
|
2017
Q2 | $94K | Hold |
697
| – | – | 0.01% | 1154 |
|
|
2017
Q1 | $91K | Sell |
697
-175
| -20% | -$22.7K | 0.01% | 1143 |
|
|
2016
Q4 | $109K | Hold |
872
| – | – | 0.01% | 1016 |
|
|
2016
Q3 | $105K | Hold |
872
| – | – | 0.01% | 993 |
|
|
2016
Q2 | $102K | Sell |
872
-1,900
| -69% | -$219K | 0.01% | 991 |
|
|
2016
Q1 | $316K | Hold |
2,772
| – | – | 0.02% | 540 |
|
|
2015
Q4 | $314K | Hold |
2,772
| – | – | 0.02% | 532 |
|
|
2015
Q3 | $297K | Buy |
2,772
+450
| +19% | +$51.1K | 0.02% | 543 |
|
|
2015
Q2 | $269K | Hold |
2,322
| – | – | 0.02% | 568 |
|
|
2015
Q1 | $269K | Hold |
2,322
| – | – | 0.02% | 519 |
|
|
2014
Q4 | $266K | Hold |
2,322
| – | – | 0.02% | 523 |
|
|
2014
Q3 | $255K | Hold |
2,322
| – | – | 0.02% | 505 |
|
|
2014
Q2 | $256K | Hold |
2,322
| – | – | 0.02% | 508 |
|
|
2014
Q1 | $243K | Sell |
2,322
-312
| -12% | -$32.1K | 0.02% | 516 |
|
|
2013
Q4 | $272K | Sell |
2,634
-25
| -0.9% | -$2.47K | 0.02% | 392 |
|
|
2013
Q3 | $250K | Hold |
2,659
| – | – | 0.03% | 225 |
|
|
2013
Q2 | $239K | Buy |
+2,659
| New | +$238K | 0.03% | 216 |
|
Other funds holding IWB
LS Investment Advisors's IWB Position: Q1 2026 in Review
LS Investment Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 572 shares — an estimated $214K sold.
LS Investment Advisors first reported a position in IWB in Q2 2013 and held it in 40 quarters. The position peaked at $316K in Q1 2016. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- LS Investment Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
- LS Investment Advisors sold 572 iShares Russell 1000 ETF shares in Q1 2026, an estimated $214K.
- LS Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 40 quarters.
- LS Investment Advisors's iShares Russell 1000 ETF position peaked at $316K in Q1 2016.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on LS Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.