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Spectrum Asset Management (California)’s iShares Russell 1000 ETF IWB Stock Holding History

Spectrum Asset Management (California)’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 		$266K Buy
747
+156
+26% +$58.1K 0.08% 96
2025
Q4 		$221K Buy
591
+43
+8% +$15.9K 0.07% 101
2025
Q3 		$200K Buy
+548
New +$193K 0.07% 105
2024
Q4 		– Sell
-649
Closed -$204K – 100
2024
Q3 		$204K Buy
+649
New +$197K 0.09% 91
2024
Q2 		– Sell
-2,447
Closed -$705K – 102
2024
Q1 		$705K Buy
2,447
+5
+0.2% +$1.37K 0.3% 59
2023
Q4 		$640K Buy
2,442
+14
+0.6% +$3.43K 0.28% 56
2023
Q3 		$573K Sell
2,428
-7
-0.3% -$1.71K 0.3% 58
2023
Q2 		$593K Buy
2,435
+5
+0.2% +$1.15K 0.3% 53
2023
Q1 		$547K Sell
2,430
-33
-1% -$7.26K 0.27% 54
2022
Q4 		$519K Buy
2,463
+6
+0.2% +$1.27K 0.25% 58
2022
Q3 		$485K Sell
2,457
-11
-0.4% -$2.41K 0.25% 56
2022
Q2 		$513K Buy
2,468
+5
+0.2% +$1.13K 0.25% 60
2022
Q1 		$616K Buy
2,463
+5
+0.2% +$1.24K 0.24% 65
2021
Q4 		$650K Buy
2,458
+12
+0.5% +$3.09K 0.18% 82
2021
Q3 		$591K Sell
2,446
-20
-0.8% -$4.97K 0.18% 76
2021
Q2 		$597K Buy
2,466
+9
+0.4% +$2.12K 0.18% 82
2021
Q1 		$550K Buy
+2,457
New +$538K 0.17% 84

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Spectrum Asset Management (California)'s IWB Position: Q1 2026 in Review

Spectrum Asset Management (California) increased its iShares Russell 1000 ETF (IWB) stake by 26% in Q1 2026, buying an estimated $58.1K and bringing the position to 747 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #96.

Spectrum Asset Management (California) first reported a position in IWB in Q1 2021 and has held it in 17 quarters since. The position peaked at $705K in Q1 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Spectrum Asset Management (California) held 747 shares of iShares Russell 1000 ETF worth $266K as of Q1 2026.
  • Spectrum Asset Management (California) bought 156 iShares Russell 1000 ETF shares in Q1 2026, an estimated $58.1K.
  • iShares Russell 1000 ETF made up 0.08% of Spectrum Asset Management (California)'s portfolio in Q1 2026, its #96 holding.
  • Spectrum Asset Management (California) first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 17 quarters since.
  • Spectrum Asset Management (California)'s iShares Russell 1000 ETF position peaked at $705K in Q1 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2026, filed 22 Apr 2026.