Riverbridge Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Riverbridge Partners’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	$821K	Buy	2,004 +24	+1%	+$9.51K	0.02%	155
2026 Q1	$706K	Hold	1,980	–	–	0.02%	156
2025 Q4	$739K	Hold	1,980	–	–	0.01%	155
2025 Q3	$724K	Hold	1,980	–	–	0.01%	146
2025 Q2	$672K	Hold	1,980	–	–	0.01%	144
2025 Q1	$607K	Sell	1,980 -224	-10%	-$72.4K	0.01%	145
2024 Q4	$710K	Hold	2,204	–	–	0.01%	130
2024 Q3	$693K	Hold	2,204	–	–	0.01%	135
2024 Q2	$656K	Hold	2,204	–	–	0.01%	139
2024 Q1	$635K	Hold	2,204	–	–	0.01%	131
2023 Q4	$578K	Sell	2,204 -54	-2%	-$13.2K	0.01%	145
2023 Q3	$530K	Hold	2,258	–	–	0.01%	144
2023 Q2	$550K	Sell	2,258 -364	-14%	-$83.8K	0.01%	140
2023 Q1	$591K	Hold	2,622	–	–	0.01%	141
2022 Q4	$552K	Hold	2,622	–	–	0.01%	147
2022 Q3	$517K	Hold	2,622	–	–	0.01%	148
2022 Q2	$545K	Hold	2,622	–	–	0.01%	148
2022 Q1	$656K	Sell	2,622 -55	-2%	-$13.6K	0.01%	129
2021 Q4	$708K	Sell	2,677 -270	-9%	-$69.5K	0.01%	133
2021 Q3	$712K	Hold	2,947	–	–	0.01%	127
2021 Q2	$713K	Sell	2,947 -31	-1%	-$7.3K	0.01%	125
2021 Q1	$667K	Buy	2,978 +15	+0.5%	+$3.28K	0.01%	126
2020 Q4	$628K	Sell	2,963 -384	-11%	-$76.6K	0.01%	125
2020 Q3	$626K	Sell	3,347 -233	-7%	-$43K	0.01%	121
2020 Q2	$615K	Sell	3,580 -121	-3%	-$19.6K	0.01%	116
2020 Q1	$524K	Sell	3,701 -69	-2%	-$11.7K	0.01%	120
2019 Q4	$673K	Hold	3,770	–	–	0.01%	119
2019 Q3	$620K	Hold	3,770	–	–	0.01%	116
2019 Q2	$614K	Sell	3,770 -61	-2%	-$9.77K	0.01%	113
2019 Q1	$603K	Buy	3,831 +169	+5%	+$25.5K	0.01%	110
2018 Q4	$508K	Sell	3,662 -166	-4%	-$24.8K	0.01%	117
2018 Q3	$619K	Hold	3,828	–	–	0.01%	115
2018 Q2	$582K	Sell	3,828 -68	-2%	-$10.2K	0.01%	110
2018 Q1	$572K	Buy	3,896 +130	+3%	+$19.8K	0.01%	113
2017 Q4	$560K	Sell	3,766 -188	-5%	-$27.2K	0.01%	115
2017 Q3	$553K	Sell	3,954 -7	-0.2%	-$961	0.01%	117
2017 Q2	$536K	Sell	3,961 -251	-6%	-$33.5K	0.01%	122
2017 Q1	$553K	Buy	4,212 +86	+2%	+$11.1K	0.01%	115
2016 Q4	$514K	Sell	4,126 -31	-0.7%	-$3.77K	0.01%	117
2016 Q3	$501K	Sell	4,157 -470	-10%	-$56.5K	0.01%	112
2016 Q2	$541K	Buy	4,627 +87	+2%	+$10K	0.01%	113
2016 Q1	$518K	Buy	4,540 +63	+1%	+$6.81K	0.01%	116
2015 Q4	$507K	Buy	4,477 +45	+1%	+$5.14K	0.01%	117
2015 Q3	$474K	Buy	4,432 +4	+0.1%	+$454	0.01%	116
2015 Q2	$514K	Buy	4,428 +136	+3%	+$16K	0.01%	113
2015 Q1	$497K	Buy	4,292 +147	+4%	+$17K	0.01%	111
2014 Q4	$475K	Sell	4,145 -12	-0.3%	-$1.34K	0.01%	111
2014 Q3	$457K	Sell	4,157 -127	-3%	-$14K	0.01%	110
2014 Q2	$472K	Sell	4,284 -955	-18%	-$102K	0.01%	114
2014 Q1	$549K	Buy	5,239 +254	+5%	+$26.1K	0.01%	109
2013 Q4	$514K	Buy	4,985 +45	+0.9%	+$4.45K	0.01%	106
2013 Q3	$465K	Buy	4,940 +641	+15%	+$59.9K	0.01%	104
2013 Q2	$387K	Buy	+4,299	New	+$385K	0.01%	110

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 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

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

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

Riverbridge Partners's IWB Position: Q2 2026 in Review

Riverbridge Partners increased its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q2 2026, buying an estimated $9.51K and bringing the position to 2,004 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #155.

Riverbridge Partners first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Riverbridge Partners held 2,004 shares of iShares Russell 1000 ETF worth $821K as of Q2 2026.
Riverbridge Partners bought 24 iShares Russell 1000 ETF shares in Q2 2026, an estimated $9.51K.
iShares Russell 1000 ETF made up 0.02% of Riverbridge Partners's portfolio in Q2 2026, its #155 holding.
Riverbridge Partners first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.