St. Clair Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

St. Clair Advisors’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	$5.25M	Sell	12,828 -19,932	-61%	-$7.9M	1.35%	15
2026 Q1	$11.7M	Buy	32,760 +19,482	+147%	+$7.26M	3.11%	8
2025 Q4	$4.96M	Buy	13,278 +489	+4%	+$181K	1.28%	12
2025 Q3	$4.67M	Hold	12,789	–	–	1.24%	12
2025 Q2	$4.34M	Sell	12,789 -3,012	-19%	-$945K	1.14%	13
2025 Q1	$4.85M	Buy	15,801 +945	+6%	+$306K	1.36%	10
2024 Q4	$4.79M	Buy	14,856 +2,046	+16%	+$663K	1.37%	10
2024 Q3	$4.03M	Hold	12,810	–	–	1.14%	12
2024 Q2	$3.81M	Sell	12,810 -29	-0.2%	-$8.33K	1.22%	11
2024 Q1	$3.7M	Sell	12,839 -5,784	-31%	-$1.59M	1.2%	13
2023 Q4	$4.88M	Buy	18,623 +3,697	+25%	+$905K	1.68%	8
2023 Q3	$3.51M	Buy	14,926 +2,116	+17%	+$518K	1.38%	10
2023 Q2	$3.12M	Sell	12,810 -176	-1%	-$40.5K	1.22%	13
2023 Q1	$2.92M	Sell	12,986 -238	-2%	-$52.4K	1.28%	11
2022 Q4	$2.78M	Buy	13,224 +414	+3%	+$87.6K	1.75%	7
2022 Q3	$2.53M	Sell	12,810 -6,260	-33%	-$1.37M	2.02%	8
2022 Q2	$3.96M	Buy	19,070 +5,535	+41%	+$1.25M	3.2%	4
2022 Q1	$3.38M	Sell	13,535 -717	-5%	-$177K	2.3%	8
2021 Q4	$3.77M	Buy	14,252 +902	+7%	+$232K	2.16%	10
2021 Q3	$3.23M	Sell	13,350 -950	-7%	-$236K	2.24%	8
2021 Q2	$3.46M	Buy	14,300 +400	+3%	+$94.2K	2.59%	5
2021 Q1	$3.11M	Buy	13,900 +925	+7%	+$203K	2.49%	6
2020 Q4	$2.75M	Buy	+12,975	New	+$2.59M	2.6%	5

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

St. Clair Advisors's IWB Position: Q2 2026 in Review

St. Clair Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 61% in Q2 2026, selling an estimated $7.9M and leaving 12,828 shares worth $5.25M. The position accounts for 1.35% of the portfolio, ranked #15.

St. Clair Advisors first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.7M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

St. Clair Advisors held 12,828 shares of iShares Russell 1000 ETF worth $5.25M as of Q2 2026.
St. Clair Advisors sold 19,932 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.9M.
iShares Russell 1000 ETF made up 1.35% of St. Clair Advisors's portfolio in Q2 2026, its #15 holding.
St. Clair Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
St. Clair Advisors's iShares Russell 1000 ETF position peaked at $11.7M in Q1 2026.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.