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NWAM LLC’s iShares Russell 1000 ETF IWB Stock Holding History

NWAM LLC’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 		$1.07M Sell
2,625
-354
-12% -$140K 0.05% 316
2026
Q1 		$1.06M Buy
2,979
+783
+36% +$292K 0.06% 286
2025
Q4 		$823K Buy
2,196
+1,403
+177% +$520K 0.05% 307
2025
Q3 		$292K Sell
793
-1
-0.1% -$352 0.02% 526
2025
Q2 		$276K Sell
794
-22
-3% -$6.91K 0.02% 527
2025
Q1 		$250K Buy
+816
New +$264K 0.02% 441
2024
Q4 		– Sell
-806
Closed -$254K – 624
2024
Q3 		$254K Buy
+806
New +$244K 0.02% 536
2023
Q4 		– Sell
-1,495
Closed -$351K – 566
2023
Q3 		$351K Buy
+1,495
New +$366K 0.04% 358
2023
Q2 		– Sell
-1,206
Closed -$272K – 559
2023
Q1 		$272K Sell
1,206
-593
-33% -$131K 0.03% 389
2022
Q4 		$379K Sell
1,799
-166
-8% -$35.1K 0.03% 367
2022
Q3 		$388K Buy
1,965
+141
+8% +$30.9K 0.04% 343
2022
Q2 		$385K Buy
+1,824
New +$412K 0.04% 357
2021
Q1 		– Sell
-2,131
Closed -$451K – 511
2020
Q4 		$451K Buy
+2,131
New +$425K 0.05% 283
2020
Q3 		– Sell
-3,332
Closed -$572K – 329
2020
Q2 		$572K Buy
3,332
+159
+5% +$25.7K 0.08% 218
2020
Q1 		$449 Sell
3,173
-222
-7% -$37.5K 0.01% 239
2019
Q4 		$606K Buy
3,395
+20
+0.6% +$3.41K 0.1% 194
2019
Q3 		$555K Sell
3,375
-721
-18% -$118K 0.1% 188
2019
Q2 		$667K Buy
4,096
+1,500
+58% +$240K 0.13% 158
2019
Q1 		$408K Buy
2,596
+672
+35% +$102K 0.09% 216
2018
Q4 		$267K Buy
1,924
+56
+3% +$8.38K 0.07% 260
2018
Q3 		$302K Buy
1,868
+237
+15% +$37.6K 0.07% 258
2018
Q2 		$248K Hold
1,631
– – 0.06% 285
2018
Q1 		$240K Buy
1,631
+99
+6% +$15K 0.06% 282
2017
Q4 		$228K Buy
1,532
+1
+0.1% +$145 0.06% 272
2017
Q3 		$214K Sell
1,531
-90
-6% -$12.3K 0.06% 290
2017
Q2 		$219K Sell
1,621
-1,506
-48% -$201K 0.04% 272
2017
Q1 		$410K Buy
3,127
+1
+0% +$130 0.13% 169
2016
Q4 		$389K Buy
+3,126
New +$380K 0.13% 170

Other funds holding IWB

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
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
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

NWAM LLC's IWB Position: Q2 2026 in Review

NWAM LLC reduced its iShares Russell 1000 ETF (IWB) stake by 12% in Q2 2026, selling an estimated $140K and leaving 2,625 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #316.

NWAM LLC first reported a position in IWB in Q4 2016 and has held it in 28 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • NWAM LLC held 2,625 shares of iShares Russell 1000 ETF worth $1.07M as of Q2 2026.
  • NWAM LLC sold 354 iShares Russell 1000 ETF shares in Q2 2026, an estimated $140K.
  • iShares Russell 1000 ETF made up 0.05% of NWAM LLC's portfolio in Q2 2026, its #316 holding.
  • NWAM LLC first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 28 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.