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Signature Estate & Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Signature Estate & Investment Advisors’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 		$663K Buy
1,619
+96
+6% +$38K 0.01% 376
2026
Q1 		$543K Sell
1,523
-43
-3% -$16K 0.01% 402
2025
Q4 		$585K Buy
1,566
+89
+6% +$33K 0.01% 360
2025
Q3 		$540K Sell
1,477
-365
-20% -$129K 0.01% 371
2025
Q2 		$625K Buy
1,842
+189
+11% +$59.3K 0.01% 317
2025
Q1 		$507K Buy
1,653
+1
+0.1% +$323 0.01% 331
2024
Q4 		$532K Buy
1,652
+187
+13% +$60.6K 0.01% 315
2024
Q3 		$461K Buy
1,465
+1
+0.1% +$303 0.01% 320
2024
Q2 		$436K Buy
1,464
+323
+28% +$92.7K 0.01% 316
2024
Q1 		$329K Hold
1,141
– – 0.01% 134
2023
Q4 		$299K Hold
1,141
– – 0.01% 147
2023
Q3 		$268K Sell
1,141
-567
-33% -$139K 0.01% 146
2023
Q2 		$416K Hold
1,708
– – 0.01% 133
2023
Q1 		$385K Buy
1,708
+308
+22% +$67.8K 0.01% 132
2022
Q4 		$295K Sell
1,400
-110
-7% -$23.3K 0.01% 152
2022
Q3 		$298K Sell
1,510
-21
-1% -$4.61K 0.01% 138
2022
Q2 		$318K Buy
+1,531
New +$346K 0.02% 136

Other funds holding IWB

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 29.2% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Signature Estate & Investment Advisors's IWB Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 6.3% in Q2 2026, buying an estimated $38K and bringing the position to 1,619 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #376.

Signature Estate & Investment Advisors first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,619 shares of iShares Russell 1000 ETF worth $663K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 96 iShares Russell 1000 ETF shares in Q2 2026, an estimated $38K.
  • iShares Russell 1000 ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #376 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.