Smartleaf Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Smartleaf Asset Management’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	$4.23M	Hold	10,409	–	–	0.14%	131
2026 Q1	$3.61M	Buy	10,409 +960	+10%	+$358K	0.13%	142
2025 Q4	$3.55M	Buy	9,449 +4,398	+87%	+$1.63M	0.13%	137
2025 Q3	$1.84M	Buy	5,051 +448	+10%	+$158K	0.11%	199
2025 Q2	$1.55M	Buy	4,603 +1,534	+50%	+$482K	0.14%	172
2025 Q1	$936K	Buy	3,069 +2,721	+782%	+$880K	0.09%	244
2024 Q4	$113K	Hold	348	–	–	0.01%	792
2024 Q3	$109K	Hold	348	–	–	0.01%	688
2024 Q2	$104K	Hold	348	–	–	0.02%	565
2024 Q1	$100K	Hold	348	–	–	0.02%	520
2023 Q4	$91.6K	Buy	+348	New	+$85.2K	0.02%	441

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Smartleaf Asset Management's IWB Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 10,409 shares worth $4.23M. The position accounts for 0.14% of the portfolio, ranked #131.

Smartleaf Asset Management first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Smartleaf Asset Management held 10,409 shares of iShares Russell 1000 ETF worth $4.23M as of Q2 2026.
Smartleaf Asset Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.14% of Smartleaf Asset Management's portfolio in Q2 2026, its #131 holding.
Smartleaf Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.