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

SP 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 		$224K Buy
+546
New +$216K 0.02% 129
2026
Q1 		– Sell
-544
Closed -$203K – 125
2025
Q4 		$203K Buy
+544
New +$201K 0.02% 134

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

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

SP Asset Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 546 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #129 among its holdings. This is a return to the name: SP Asset Management previously reported a position in IWB as recently as Q4 2025.

SP Asset Management first reported a position in IWB in Q4 2025 and has held it in 2 quarters since. 843 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • SP Asset Management held 546 shares of iShares Russell 1000 ETF worth $224K as of Q2 2026.
  • iShares Russell 1000 ETF was a new SP Asset Management position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of SP Asset Management's portfolio in Q2 2026, its #129 holding.
  • SP Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.