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

Robertson Stephens 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 		$34.9M Buy
85,161
+3
+0% +$1.19K 0.86% 21
2026
Q1 		$30.4M Buy
85,158
+4
+0% +$1.49K 0.85% 20
2025
Q4 		$31.8M Sell
85,154
-330
-0.4% -$122K 0.83% 21
2025
Q3 		$31.2M Sell
85,484
-1,813
-2% -$639K 0.94% 18
2025
Q2 		$29.6M Sell
87,297
-804
-0.9% -$252K 0.94% 19
2025
Q1 		$27M Buy
88,101
+33
+0% +$10.7K 0.93% 21
2024
Q4 		$28.4M Sell
88,068
-2,569
-3% -$832K 1% 18
2024
Q3 		$28.5M Buy
90,637
+775
+0.9% +$235K 1.03% 19
2024
Q2 		$26.7M Sell
89,862
-11,198
-11% -$3.22M 1.35% 15
2024
Q1 		$29.1M Buy
101,060
+3,473
+4% +$952K 1.54% 12
2023
Q4 		$25.6M Buy
97,587
+61,437
+170% +$15M 1.56% 14
2023
Q3 		$8.53M Buy
36,150
+11,615
+47% +$2.84M 0.58% 36
2023
Q2 		$5.98M Buy
24,535
+222
+0.9% +$51.1K 0.42% 50
2023
Q1 		$5.48M Buy
24,313
+997
+4% +$219K 0.42% 47
2022
Q4 		$4.91M Sell
23,316
-12,423
-35% -$2.63M 0.48% 49
2022
Q3 		$7.05M Buy
35,739
+18,348
+106% +$4.02M 0.74% 33
2022
Q2 		$3.61M Sell
17,391
-1,234
-7% -$279K 0.34% 61
2022
Q1 		$4.66M Buy
18,625
+16,152
+653% +$3.99M 0.39% 49
2021
Q4 		$654K Sell
2,473
-324
-12% -$83.4K 0.06% 233
2021
Q3 		$676K Sell
2,797
-260
-9% -$64.6K 0.08% 166
2021
Q2 		$740K Sell
3,057
-296
-9% -$69.7K 0.09% 165
2021
Q1 		$750K Sell
3,353
-614
-15% -$134K 0.12% 134
2020
Q4 		$840K Sell
3,967
-686
-15% -$137K 0.18% 95
2020
Q3 		$870K Buy
4,653
+129
+3% +$23.8K 0.21% 89
2020
Q2 		$776K Sell
4,524
-16,382
-78% -$2.65M 0.22% 79
2020
Q1 		$2.96M Buy
20,906
+19,370
+1,261% +$3.27M 1.01% 26
2019
Q4 		$274K Hold
1,536
– – 0.14% 90
2019
Q3 		$253K Buy
+1,536
New +$252K 0.13% 110

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robertson Stephens Wealth Management's IWB Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0% in Q2 2026, buying an estimated $1.19K and bringing the position to 85,161 shares worth $34.9M. The position accounts for 0.86% of the portfolio, ranked #21.

Robertson Stephens Wealth Management first reported a position in IWB in Q3 2019 and has held it in 28 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Robertson Stephens Wealth Management held 85,161 shares of iShares Russell 1000 ETF worth $34.9M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 3 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.19K.
  • iShares Russell 1000 ETF made up 0.86% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.