Smith, Moore & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Smith, Moore & Co’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 Q1	$2.96M	Buy	8,299 +375	+5%	+$140K	0.22%	90
2025 Q4	$2.96M	Buy	7,924 +234	+3%	+$86.7K	0.22%	87
2025 Q3	$2.81M	Sell	7,690 -29	-0.4%	-$10.2K	0.22%	94
2025 Q2	$2.62M	Sell	7,719 -165	-2%	-$51.8K	0.22%	96
2025 Q1	$2.42M	Sell	7,884 -48	-0.6%	-$15.5K	0.22%	95
2024 Q4	$2.56M	Sell	7,932 -105	-1%	-$34K	0.23%	94
2024 Q3	$2.53M	Buy	8,037 +10	+0.1%	+$3.03K	0.24%	85
2024 Q2	$2.39M	Sell	8,027 -32	-0.4%	-$9.19K	0.25%	83
2024 Q1	$2.32M	Sell	8,059 -218	-3%	-$59.7K	0.25%	82
2023 Q4	$2.14M	Sell	8,277 -454	-5%	-$111K	0.25%	83
2023 Q3	$2.03M	Sell	8,731 -48	-0.5%	-$11.8K	0.27%	78
2023 Q2	$2.12M	Sell	8,779 -498	-5%	-$115K	0.27%	80
2023 Q1	$2.09M	Sell	9,277 -100	-1%	-$22K	0.28%	78
2022 Q4	$1.97M	Buy	9,377 +301	+3%	+$63.7K	0.27%	77
2022 Q3	$1.79M	Sell	9,076 -2,835	-24%	-$622K	0.27%	75
2022 Q2	$2.48M	Buy	11,911 +6,240	+110%	+$1.41M	0.38%	54
2022 Q1	$1.42M	Hold	5,671	–	–	0.19%	103
2021 Q4	$1.5M	Hold	5,671	–	–	0.21%	91
2021 Q3	$1.37M	Hold	5,671	–	–	0.21%	93
2021 Q2	$1.37M	Hold	5,671	–	–	0.21%	93
2021 Q1	$1.27M	Buy	5,671 +1,045	+23%	+$229K	0.21%	95
2020 Q4	$980K	Sell	4,626 -1,175	-20%	-$235K	0.18%	103
2020 Q3	$1.09M	Hold	5,801	–	–	0.23%	84
2020 Q2	$996K	Buy	5,801 +100	+2%	+$16.2K	0.22%	84
2020 Q1	$807K	Buy	5,701 +1,051	+23%	+$178K	0.21%	92
2019 Q4	$830K	Buy	4,650 +42	+0.9%	+$7.17K	0.17%	109
2019 Q3	$758K	Hold	4,608	–	–	0.17%	117
2019 Q2	$750K	Sell	4,608 -32	-0.7%	-$5.12K	0.17%	122
2019 Q1	$730K	Buy	4,640 +170	+4%	+$25.7K	0.17%	121
2018 Q4	$620K	Sell	4,470 -170	-4%	-$25.4K	0.17%	129
2018 Q3	$750K	Sell	4,640 -32	-0.7%	-$5.08K	0.17%	120
2018 Q2	$710K	Buy	4,672 +430	+10%	+$64.8K	0.18%	123
2018 Q1	$623K	Buy	4,242 +59	+1%	+$8.96K	0.17%	130
2017 Q4	$622K	Sell	4,183 -430	-9%	-$62.3K	0.17%	125
2017 Q3	$645K	Sell	4,613 -3	-0.1%	-$412	0.18%	113
2017 Q2	$624K	Buy	4,616 +36	+0.8%	+$4.81K	0.21%	93
2017 Q1	$601K	Hold	4,580	–	–	0.22%	90
2016 Q4	$570K	Sell	4,580 -397	-8%	-$48.3K	0.22%	88
2016 Q3	$600K	Sell	4,977 -855	-15%	-$103K	0.24%	81
2016 Q2	$682K	Sell	5,832 -25	-0.4%	-$2.88K	0.28%	77
2016 Q1	$668K	Hold	5,857	–	–	0.29%	72
2015 Q4	$664K	Sell	5,857 -89	-1%	-$10.2K	0.33%	62
2015 Q3	$637K	Buy	5,946 +1,663	+39%	+$189K	0.35%	48
2015 Q2	$497K	Hold	4,283	–	–	0.25%	74
2015 Q1	$496K	Sell	4,283 -210	-5%	-$24.3K	0.26%	78
2014 Q4	$515K	Hold	4,493	–	–	0.27%	71
2014 Q3	$494K	Hold	4,493	–	–	0.28%	70
2014 Q2	$495K	Buy	4,493 +14	+0.3%	+$1.49K	0.3%	60
2014 Q1	$469K	Hold	4,479	–	–	0.28%	74
2013 Q4	$462K	Buy	+4,479	New	+$443K	0.29%	79

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Smith, Moore & Co's IWB Position: Q1 2026 in Review

Smith, Moore & Co increased its iShares Russell 1000 ETF (IWB) stake by 4.7% in Q1 2026, buying an estimated $140K and bringing the position to 8,299 shares worth $2.96M. The position accounts for 0.22% of the portfolio, ranked #90.

Smith, Moore & Co first reported a position in IWB in Q4 2013 and has held it in 50 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Smith, Moore & Co held 8,299 shares of iShares Russell 1000 ETF worth $2.96M as of Q1 2026.
Smith, Moore & Co bought 375 iShares Russell 1000 ETF shares in Q1 2026, an estimated $140K.
iShares Russell 1000 ETF made up 0.22% of Smith, Moore & Co's portfolio in Q1 2026, its #90 holding.
Smith, Moore & Co first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 50 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.