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Rosenblum Silverman Sutton’s iShares Russell 1000 ETF IWB Stock Holding History

Rosenblum Silverman Sutton’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 		$3.89M Buy
9,506
+731
+8% +$290K 0.94% 33
2026
Q1 		$3.13M Buy
8,775
+928
+12% +$346K 0.82% 32
2025
Q4 		$2.93M Buy
7,847
+365
+5% +$135K 0.68% 33
2025
Q3 		$2.73M Sell
7,482
-12
-0.2% -$4.23K 0.62% 36
2025
Q2 		$2.54M Sell
7,494
-35
-0.5% -$11K 0.62% 36
2025
Q1 		$2.31M Buy
7,529
+318
+4% +$103K 0.64% 37
2024
Q4 		$2.32M Sell
7,211
-20
-0.3% -$6.48K 0.58% 38
2024
Q3 		$2.27M Buy
7,231
+140
+2% +$42.4K 0.58% 37
2024
Q2 		$2.11M Hold
7,091
– – 0.57% 38
2024
Q1 		$2.04M Buy
7,091
+7
+0.1% +$1.92K 0.58% 40
2023
Q4 		$1.86M Buy
7,084
+30
+0.4% +$7.34K 0.59% 39
2023
Q3 		$1.66M Hold
7,054
– – 0.56% 43
2023
Q2 		$1.72M Sell
7,054
-34
-0.5% -$7.83K 0.57% 43
2023
Q1 		$1.6M Sell
7,088
-355
-5% -$78.1K 0.58% 42
2022
Q4 		$1.57M Sell
7,443
-220
-3% -$46.6K 0.57% 42
2022
Q3 		$1.51M Sell
7,663
-2,390
-24% -$524K 0.55% 46
2022
Q2 		$2.09M Buy
10,053
+40
+0.4% +$9.04K 0.68% 42
2022
Q1 		$2.5M Buy
10,013
+1,190
+13% +$294K 0.64% 42
2021
Q4 		$2.33M Buy
8,823
+1,057
+14% +$272K 0.53% 44
2021
Q3 		$1.88M Buy
7,766
+635
+9% +$158K 0.43% 45
2021
Q2 		$1.73M Buy
7,131
+1,233
+21% +$291K 0.39% 45
2021
Q1 		$1.32M Buy
5,898
+1,588
+37% +$348K 0.34% 46
2020
Q4 		$913K Buy
4,310
+305
+8% +$60.9K 0.24% 46
2020
Q3 		$750K Sell
4,005
-973
-20% -$180K 0.21% 46
2020
Q2 		$855K Sell
4,978
-858
-15% -$139K 0.27% 45
2020
Q1 		$826K Buy
+5,836
New +$987K 0.33% 48

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 29.18% 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

Rosenblum Silverman Sutton's IWB Position: Q2 2026 in Review

Rosenblum Silverman Sutton increased its iShares Russell 1000 ETF (IWB) stake by 8.3% in Q2 2026, buying an estimated $290K and bringing the position to 9,506 shares worth $3.89M. The position accounts for 0.94% of the portfolio, ranked #33.

Rosenblum Silverman Sutton first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Rosenblum Silverman Sutton held 9,506 shares of iShares Russell 1000 ETF worth $3.89M as of Q2 2026.
  • Rosenblum Silverman Sutton bought 731 iShares Russell 1000 ETF shares in Q2 2026, an estimated $290K.
  • iShares Russell 1000 ETF made up 0.94% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #33 holding.
  • Rosenblum Silverman Sutton first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.