Quest Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Quest Investment 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	$278K	Buy	680 +5	+0.7%	+$1.98K	0.03%	105
2026 Q1	$241K	Buy	675 +75	+13%	+$27.9K	0.03%	113
2025 Q4	$224K	Sell	600 -182	-23%	-$67.4K	0.02%	122
2025 Q3	$286K	Buy	782 +57	+8%	+$20.1K	0.03%	118
2025 Q2	$246K	Sell	725 -150	-17%	-$47.1K	0.03%	117
2025 Q1	$268K	Hold	875	–	–	0.03%	76
2024 Q4	$282K	Hold	875	–	–	0.03%	79
2024 Q3	$275K	Hold	875	–	–	0.03%	79
2024 Q2	$260K	Hold	875	–	–	0.03%	82
2024 Q1	$252K	Hold	875	–	–	0.03%	81
2023 Q4	$229K	Hold	875	–	–	0.03%	83
2023 Q3	$206K	Buy	+875	New	+$214K	0.03%	86

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 22.96% 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

Quest Investment Management's IWB Position: Q2 2026 in Review

Quest Investment Management increased its iShares Russell 1000 ETF (IWB) stake by 0.74% in Q2 2026, buying an estimated $1.98K and bringing the position to 680 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #105.

Quest Investment Management first reported a position in IWB in Q3 2023 and has held it in 12 quarters since. The position peaked at $286K in Q3 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Quest Investment Management held 680 shares of iShares Russell 1000 ETF worth $278K as of Q2 2026.
Quest Investment Management bought 5 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.98K.
iShares Russell 1000 ETF made up 0.03% of Quest Investment Management's portfolio in Q2 2026, its #105 holding.
Quest Investment Management first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 12 quarters since.
Quest Investment Management's iShares Russell 1000 ETF position peaked at $286K in Q3 2025.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.