Saxon Interests’s iShares Russell 1000 ETF IWB Stock Holding History

Saxon Interests’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	$319K	Hold	895	–	–	0.11%	182
2025 Q4	$334K	Sell	895 -138	-13%	-$51.1K	0.12%	161
2025 Q3	$366K	Hold	1,033	–	–	0.14%	136
2025 Q2	$317K	Hold	1,033	–	–	0.15%	136
2025 Q1	$317K	Hold	1,033	–	–	0.15%	136
2024 Q4	$333K	Hold	1,033	–	–	0.15%	131
2024 Q3	$325K	Hold	1,033	–	–	0.15%	131
2024 Q2	$307K	Sell	1,033 -142	-12%	-$40.8K	0.15%	132
2024 Q1	$339K	Buy	1,175 +142	+14%	+$38.9K	0.16%	130
2023 Q4	$271K	Buy	+1,033	New	+$253K	0.14%	149
2023 Q3	–	Sell	-1,033	Closed	-$252K	–	123
2023 Q2	$252K	Hold	1,033	–	–	0.13%	143
2023 Q1	$233K	Hold	1,033	–	–	0.13%	153
2022 Q4	$221K	Sell	1,033 -391	-27%	-$82.8K	0.13%	145
2022 Q3	$297K	Buy	1,424 +278	+24%	+$61K	0.18%	114
2022 Q2	$238K	Buy	1,146 +6	+0.5%	+$1.36K	0.14%	128
2022 Q1	$285K	Hold	1,140	–	–	0.15%	114
2021 Q4	$297K	Buy	+1,140	New	+$293K	0.17%	94

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

Saxon Interests's IWB Position: Q1 2026 in Review

Saxon Interests held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 895 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #182.

Saxon Interests first reported a position in IWB in Q4 2021 and has held it in 17 quarters since. The position peaked at $366K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Saxon Interests held 895 shares of iShares Russell 1000 ETF worth $319K as of Q1 2026.
Saxon Interests left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.11% of Saxon Interests's portfolio in Q1 2026, its #182 holding.
Saxon Interests first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 17 quarters since.
Saxon Interests's iShares Russell 1000 ETF position peaked at $366K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.