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Simon Quick Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Simon Quick 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 		$615K Buy
1,502
+85
+6% +$33.7K 0.02% 243
2026
Q1 		$505K Sell
1,417
-28
-2% -$10.4K 0.02% 248
2025
Q4 		$539K Sell
1,445
-1,463
-50% -$542K 0.02% 246
2025
Q3 		$1.06M Buy
2,908
+468
+19% +$165K 0.05% 189
2025
Q2 		$829K Buy
2,440
+43
+2% +$13.5K 0.04% 203
2025
Q1 		$735K Buy
2,397
+7
+0.3% +$2.26K 0.04% 217
2024
Q4 		$770K Buy
2,390
+9
+0.4% +$2.92K 0.05% 185
2024
Q3 		$749K Sell
2,381
-5
-0.2% -$1.51K 0.05% 189
2024
Q2 		$710K Buy
2,386
+6
+0.3% +$1.72K 0.05% 169
2024
Q1 		$686K Sell
2,380
-1,511
-39% -$414K 0.05% 158
2023
Q4 		$1.02M Buy
3,891
+1,530
+65% +$375K 0.09% 109
2023
Q3 		$555K Buy
2,361
+362
+18% +$88.6K 0.05% 152
2023
Q2 		$487K Sell
1,999
-32
-2% -$7.37K 0.05% 160
2023
Q1 		$458K Sell
2,031
-12,457
-86% -$2.74M 0.05% 160
2022
Q4 		$3.05M Buy
+14,488
New +$3.07M 0.36% 46
2022
Q3 		– Sell
-1,437
Closed -$328K – 210
2022
Q2 		$328K Buy
1,437
+257
+22% +$58.1K 0.04% 135
2022
Q1 		$295K Sell
1,180
-249
-17% -$61.5K 0.08% 85
2021
Q4 		$378K Sell
1,429
-25
-2% -$6.43K 0.1% 82
2021
Q3 		$351K Hold
1,454
– – 0.09% 90
2021
Q2 		$352K Sell
1,454
-6,389
-81% -$1.51M 0.09% 81
2021
Q1 		$1.75M Buy
7,843
+5,928
+310% +$1.3M 0.52% 26
2020
Q4 		$406K Buy
+1,915
New +$382K 0.12% 69
2020
Q2 		– Sell
-281
Closed -$40K – 478
2020
Q1 		$40K Sell
281
-4,568
-94% -$772K 0.01% 212
2019
Q4 		$865K Buy
4,849
+156
+3% +$26.6K 0.31% 43
2019
Q3 		$772K Buy
4,693
+267
+6% +$43.8K 0.34% 33
2019
Q2 		$720K Buy
4,426
+21
+0.5% +$3.36K 0.37% 30
2019
Q1 		$693K Sell
4,405
-101,755
-96% -$15.4M 0.29% 34
2018
Q4 		$14.7M Buy
106,160
+40,887
+63% +$6.12M 5.35% 7
2018
Q3 		$10.6M Buy
65,273
+3
+0% +$476 4.26% 7
2018
Q2 		$9.92M Sell
65,270
-503
-0.8% -$75.8K 4.21% 7
2018
Q1 		$9.66M Buy
65,773
+65,503
+24,260% +$9.95M 4.05% 9
2017
Q4 		$42K Sell
270
-1,510
-85% -$219K 0.02% 243
2017
Q3 		$249K Buy
+1,780
New +$244K 0.09% 106
2017
Q2 		– Sell
-1,778
Closed -$233K – 333
2017
Q1 		$233K Buy
+1,778
New +$230K 0.14% 75

Other funds holding IWB

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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Simon Quick Advisors's IWB Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares Russell 1000 ETF (IWB) stake by 6% in Q2 2026, buying an estimated $33.7K and bringing the position to 1,502 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #243.

Simon Quick Advisors first reported a position in IWB in Q1 2017 and has held it in 34 quarters since. The position peaked at $14.7M in Q4 2018. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Simon Quick Advisors held 1,502 shares of iShares Russell 1000 ETF worth $615K as of Q2 2026.
  • Simon Quick Advisors bought 85 iShares Russell 1000 ETF shares in Q2 2026, an estimated $33.7K.
  • iShares Russell 1000 ETF made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #243 holding.
  • Simon Quick Advisors first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 34 quarters since.
  • Simon Quick Advisors's iShares Russell 1000 ETF position peaked at $14.7M in Q4 2018.
  • 746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.