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IWB icon

SBI Securities’s iShares Russell 1000 ETF IWB Stock Holding History

SBI Securities’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 		$2.87K Sell
7
-22
-76% -$8.72K ﹤0.01% 2418
2026
Q1 		$10.3K Buy
29
+27
+1,350% +$10.1K ﹤0.01% 1703
2025
Q4 		$747 Buy
+2
New +$741 ﹤0.01% 2738

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

SBI Securities's IWB Position: Q2 2026 in Review

SBI Securities reduced its iShares Russell 1000 ETF (IWB) stake by 76% in Q2 2026, selling an estimated $8.72K and leaving 7 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

SBI Securities first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.3K in Q1 2026. 430 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • SBI Securities held 7 shares of iShares Russell 1000 ETF worth $2.87K as of Q2 2026.
  • SBI Securities sold 22 iShares Russell 1000 ETF shares in Q2 2026, an estimated $8.72K.
  • iShares Russell 1000 ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2418 holding.
  • SBI Securities first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • SBI Securities's iShares Russell 1000 ETF position peaked at $10.3K in Q1 2026.
  • 430 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.