Salomon & Ludwin’s iShares Russell 1000 ETF IWB Stock Holding History

Salomon & Ludwin’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	$104K	Hold	290	–	–	0.01%	243
2025 Q4	$109K	Hold	290	–	–	0.01%	225
2025 Q3	$107K	Hold	290	–	–	0.01%	216
2025 Q2	$98.9K	Hold	290	–	–	0.01%	190
2025 Q1	$89K	Hold	290	–	–	0.01%	185
2024 Q4	$93.4K	Sell	290 -133	-31%	-$43.1K	0.01%	181
2024 Q3	$133K	Hold	423	–	–	0.01%	165
2024 Q2	$126K	Hold	423	–	–	0.01%	170
2024 Q1	$122K	Sell	423 -97	-19%	-$26.6K	0.01%	230
2023 Q4	$122K	Hold	520	–	–	0.01%	207
2023 Q3	$122K	Buy	+520	New	+$127K	0.01%	207
2020 Q2	–	Sell	-116	Closed	-$16K	–	144
2020 Q1	$16K	Hold	116	–	–	﹤0.01%	149
2019 Q4	$21K	Hold	116	–	–	﹤0.01%	155
2019 Q3	$19K	Hold	116	–	–	﹤0.01%	140
2019 Q2	$19K	Hold	116	–	–	﹤0.01%	129
2019 Q1	$18K	Hold	116	–	–	﹤0.01%	131
2018 Q4	$16K	Buy	+116	New	+$17.4K	﹤0.01%	132

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Salomon & Ludwin's IWB Position: Q1 2026 in Review

Salomon & Ludwin held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 290 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #243.

Salomon & Ludwin first reported a position in IWB in Q4 2018 and has held it in 17 quarters since. The position peaked at $133K in Q3 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Salomon & Ludwin held 290 shares of iShares Russell 1000 ETF worth $104K as of Q1 2026.
Salomon & Ludwin left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #243 holding.
Salomon & Ludwin first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 17 quarters since.
Salomon & Ludwin's iShares Russell 1000 ETF position peaked at $133K in Q3 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.