Ritholtz Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Ritholtz Wealth 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	$567K	Sell	1,385 -79	-5%	-$31.3K	0.01%	813
2026 Q1	$522K	Sell	1,464 -92	-6%	-$34.3K	0.01%	775
2025 Q4	$581K	Buy	1,556 +77	+5%	+$28.5K	0.01%	668
2025 Q3	$541K	Sell	1,479 -242	-14%	-$85.2K	0.01%	659
2025 Q2	$584K	Buy	1,721 +483	+39%	+$152K	0.01%	597
2025 Q1	$380K	Buy	1,238 +243	+24%	+$78.6K	0.01%	670
2024 Q4	$321K	Buy	995 +141	+17%	+$45.7K	0.01%	688
2024 Q3	$268K	Sell	854 -41	-5%	-$12.4K	0.01%	731
2024 Q2	$266K	Buy	+895	New	+$257K	0.01%	682

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

Ritholtz Wealth Management's IWB Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 5.4% in Q2 2026, selling an estimated $31.3K and leaving 1,385 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #813.

Ritholtz Wealth Management first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. The position peaked at $584K in Q2 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Ritholtz Wealth Management held 1,385 shares of iShares Russell 1000 ETF worth $567K as of Q2 2026.
Ritholtz Wealth Management sold 79 iShares Russell 1000 ETF shares in Q2 2026, an estimated $31.3K.
iShares Russell 1000 ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #813 holding.
Ritholtz Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
Ritholtz Wealth Management's iShares Russell 1000 ETF position peaked at $584K in Q2 2025.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.