Rehmann Capital Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Rehmann Capital Advisory Group’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	$4.98M	Sell	13,973 -971	-6%	-$362K	0.26%	69
2025 Q4	$5.58M	Buy	14,944 +924	+7%	+$342K	0.29%	63
2025 Q3	$5.12M	Sell	14,020 -1,263	-8%	-$445K	0.28%	67
2025 Q2	$5.19M	Buy	15,283 +6	+0%	+$1.88K	0.31%	60
2025 Q1	$4.69M	Buy	15,277 +5,151	+51%	+$1.67M	0.3%	68
2024 Q4	$3.26M	Buy	10,126 +125	+1%	+$40.5K	0.21%	90
2024 Q3	$3.14M	Sell	10,001 -25	-0.2%	-$7.57K	0.21%	92
2024 Q2	$2.98M	Buy	10,026 +2	+0%	+$574	0.21%	90
2024 Q1	$2.89M	Sell	10,024 -179	-2%	-$49.1K	0.22%	88
2023 Q4	$2.68M	Buy	10,203 +181	+2%	+$44.3K	0.22%	85
2023 Q3	$2.35M	Sell	10,022 -24	-0.2%	-$5.88K	0.22%	84
2023 Q2	$2.45M	Sell	10,046 -451	-4%	-$104K	0.22%	88
2023 Q1	$2.36M	Sell	10,497 -1,222	-10%	-$269K	0.22%	97
2022 Q4	$2.47M	Buy	11,719 +2,191	+23%	+$464K	0.25%	89
2022 Q3	$1.88M	Sell	9,528 -172	-2%	-$37.7K	0.21%	95
2022 Q2	$2.02M	Sell	9,700 -1,053	-10%	-$238K	0.22%	92
2022 Q1	$2.69M	Sell	10,753 -9	-0.1%	-$2.22K	0.26%	78
2021 Q4	$2.85M	Buy	10,762 +1,406	+15%	+$362K	0.26%	69
2021 Q3	$2.26M	Sell	9,356 -20	-0.2%	-$4.97K	0.21%	85
2021 Q2	$2.27M	Sell	9,376 -22	-0.2%	-$5.18K	0.22%	78
2021 Q1	$2.1M	Sell	9,398 -24	-0.3%	-$5.25K	0.22%	78
2020 Q4	$2M	Sell	9,422 -24	-0.3%	-$4.79K	0.23%	82
2020 Q3	$1.77M	Sell	9,446 -26	-0.3%	-$4.8K	0.22%	85
2020 Q2	$1.63M	Sell	9,472 -4,213	-31%	-$682K	0.22%	90
2020 Q1	$1.94M	Buy	+13,685	New	+$2.31M	0.32%	54
2019 Q3	–	Sell	-9,748	Closed	-$1.59M	–	1911
2019 Q2	$1.59M	Buy	9,748 +180	+2%	+$28.8K	0.2%	88
2019 Q1	$1.51M	Sell	9,568 -6,294	-40%	-$952K	0.2%	83
2018 Q4	$1.93M	Buy	15,862 +6,241	+65%	+$934K	0.29%	40
2018 Q3	$1.56M	Buy	9,621 +80	+0.8%	+$12.7K	0.21%	82
2018 Q2	$1.45M	Buy	9,541 +105	+1%	+$15.8K	0.21%	86
2018 Q1	$1.39M	Buy	9,436 +2,123	+29%	+$323K	0.22%	91
2017 Q4	$1.09M	Buy	7,313 +14	+0.2%	+$2.03K	0.18%	108
2017 Q3	$1.02M	Buy	7,299 +14	+0.2%	+$1.92K	0.18%	108
2017 Q2	$985K	Sell	7,285 -100	-1%	-$13.3K	0.19%	109
2017 Q1	$969K	Sell	7,385 -100	-1%	-$12.9K	0.16%	122
2016 Q4	$932K	Buy	7,485 +7	+0.1%	+$851	0.17%	119
2016 Q3	$901K	Sell	7,478 -8,833	-54%	-$1.06M	0.17%	111
2016 Q2	$1.91M	Sell	16,311 -625	-4%	-$72.1K	0.36%	57
2016 Q1	$1.93M	Buy	16,936 +111	+0.7%	+$12K	0.38%	57
2015 Q4	$1.91M	Buy	16,825 +401	+2%	+$45.9K	0.4%	50
2015 Q3	$1.76M	Buy	16,424 +772	+5%	+$87.7K	0.4%	53
2015 Q2	$1.82M	Hold	15,652	–	–	0.41%	52
2015 Q1	$1.81M	Buy	15,652 +8,859	+130%	+$1.02M	0.41%	51
2014 Q4	$779K	Sell	6,793 -36	-0.5%	-$4.04K	0.18%	105
2014 Q3	$750K	Buy	6,829 +3	+0%	+$332	0.18%	103
2014 Q2	$752K	Hold	6,826	–	–	0.18%	102
2014 Q1	$715K	Buy	6,826 +6	+0.1%	+$617	0.19%	98
2013 Q4	$704K	Sell	6,820 -2,662	-28%	-$263K	0.21%	94
2013 Q3	$893K	Buy	9,482 +1,290	+16%	+$121K	0.29%	71
2013 Q2	$737K	Buy	+8,192	New	+$734K	0.26%	77

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 $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Rehmann Capital Advisory Group's IWB Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares Russell 1000 ETF (IWB) stake by 6.5% in Q1 2026, selling an estimated $362K and leaving 13,973 shares worth $4.98M. The position accounts for 0.26% of the portfolio, ranked #69.

Rehmann Capital Advisory Group first reported a position in IWB in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.58M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Rehmann Capital Advisory Group held 13,973 shares of iShares Russell 1000 ETF worth $4.98M as of Q1 2026.
Rehmann Capital Advisory Group sold 971 iShares Russell 1000 ETF shares in Q1 2026, an estimated $362K.
iShares Russell 1000 ETF made up 0.26% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #69 holding.
Rehmann Capital Advisory Group first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 50 quarters since.
Rehmann Capital Advisory Group's iShares Russell 1000 ETF position peaked at $5.58M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.