Roehl & Yi Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Roehl & Yi Investment Advisors’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	–	Sell	-2,471	Closed	-$923K	–	185
2025 Q4	$923K	Buy	+2,471	New	+$915K	0.37%	59
2025 Q1	–	Sell	-2,697	Closed	-$869K	–	164
2024 Q4	$869K	Buy	+2,697	New	+$874K	0.48%	49

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 29.2% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Roehl & Yi Investment Advisors's IWB Position: Q1 2026 in Review

Roehl & Yi Investment Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 2,471 shares — an estimated $923K sold.

Roehl & Yi Investment Advisors first reported a position in IWB in Q4 2024 and held it in 2 quarters. The position peaked at $923K in Q4 2025. 1,471 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Roehl & Yi Investment Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Roehl & Yi Investment Advisors sold 2,471 iShares Russell 1000 ETF shares in Q1 2026, an estimated $923K.
Roehl & Yi Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and held it in 2 quarters.
Roehl & Yi Investment Advisors's iShares Russell 1000 ETF position peaked at $923K in Q4 2025.
1,471 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.