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Scharf Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Scharf Investments’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 		$2.44M Buy
5,956
+1,661
+39% +$658K 0.08% 48
2026
Q1 		$1.53M Sell
4,295
-4,018
-48% -$1.5M 0.05% 50
2025
Q4 		$3.1M Buy
+8,313
New +$3.08M 0.08% 44
2025
Q3 		– Sell
-1,886
Closed -$641K – 77
2025
Q2 		$641K Buy
1,886
+129
+7% +$40.5K 0.02% 52
2025
Q1 		$539K Sell
1,757
-8,356
-83% -$2.7M 0.02% 52
2024
Q4 		$3.26M Buy
10,113
+9,083
+882% +$2.94M 0.1% 36
2024
Q3 		$324K Sell
1,030
-90
-8% -$27.3K 0.01% 55
2024
Q2 		$333K Sell
1,120
-231
-17% -$66.3K 0.01% 53
2024
Q1 		$389K Sell
1,351
-1,267
-48% -$347K 0.01% 51
2023
Q4 		$687K Buy
+2,618
New +$641K 0.02% 49
2023
Q1 		– Sell
-5,581
Closed -$1.17M – 50
2022
Q4 		$1.17M Buy
5,581
+276
+5% +$58.4K 0.04% 40
2022
Q3 		$1.05M Buy
+5,305
New +$1.16M 0.04% 38
2022
Q2 		– Sell
-867
Closed -$217K – 50
2022
Q1 		$217K Sell
867
-4,411
-84% -$1.09M 0.01% 48
2021
Q4 		$1.4M Buy
5,278
+4,254
+415% +$1.09M 0.04% 38
2021
Q3 		$248K Buy
+1,024
New +$255K 0.01% 48
2020
Q2 		– Sell
-17,896
Closed -$2.53M – 40
2020
Q1 		$2.53M Buy
+17,896
New +$3.03M 0.13% 27
2019
Q3 		– Sell
-1,442
Closed -$235K – 39
2019
Q2 		$235K Sell
1,442
-394
-21% -$63.1K 0.01% 35
2019
Q1 		$289K Sell
1,836
-80,322
-98% -$12.1M 0.01% 40
2018
Q4 		$11.4M Buy
+82,158
New +$12.3M 0.45% 28
2018
Q3 		– Sell
-1,844
Closed -$280K – 44
2018
Q2 		$280K Buy
+1,844
New +$278K 0.01% 41
2017
Q1 		– Sell
-4,150
Closed -$517K – 45
2016
Q4 		$517K Buy
+4,150
New +$505K 0.01% 35

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

Scharf Investments's IWB Position: Q2 2026 in Review

Scharf Investments increased its iShares Russell 1000 ETF (IWB) stake by 39% in Q2 2026, buying an estimated $658K and bringing the position to 5,956 shares worth $2.44M. The position accounts for 0.08% of the portfolio, ranked #48.

Scharf Investments first reported a position in IWB in Q4 2016 and has held it in 21 quarters since. The position peaked at $11.4M in Q4 2018. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Scharf Investments held 5,956 shares of iShares Russell 1000 ETF worth $2.44M as of Q2 2026.
  • Scharf Investments bought 1,661 iShares Russell 1000 ETF shares in Q2 2026, an estimated $658K.
  • iShares Russell 1000 ETF made up 0.08% of Scharf Investments's portfolio in Q2 2026, its #48 holding.
  • Scharf Investments first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 21 quarters since.
  • Scharf Investments's iShares Russell 1000 ETF position peaked at $11.4M in Q4 2018.
  • 460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.