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SJS Investment Consulting’s iShares Russell 1000 ETF IWB Stock Holding History

SJS Investment Consulting’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 		$150K Hold
367
– – 0.02% 188
2026
Q1 		$131K Hold
367
– – 0.02% 187
2025
Q4 		$137K Buy
367
+100
+37% +$37K 0.02% 167
2025
Q3 		$97.6K Buy
+267
New +$94K 0.01% 193

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

SJS Investment Consulting's IWB Position: Q2 2026 in Review

SJS Investment Consulting held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 367 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #188.

SJS Investment Consulting first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • SJS Investment Consulting held 367 shares of iShares Russell 1000 ETF worth $150K as of Q2 2026.
  • SJS Investment Consulting left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of SJS Investment Consulting's portfolio in Q2 2026, its #188 holding.
  • SJS Investment Consulting first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.