St. Clair Advisors
IWB icon

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
Q3 		$5.34M Buy
12,830
+2
+0% +$831 1.33% 15
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

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Brewster Financial Planning
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

St. Clair Advisors's IWB Position: Q3 2026 in Review

St. Clair Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.02% in Q3 2026, buying an estimated $831 and bringing the position to 12,830 shares worth $5.34M. The position accounts for 1.33% of the portfolio, ranked #15.

St. Clair Advisors first reported a position in IWB in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.7M in Q1 2026. 416 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • St. Clair Advisors held 12,830 shares of iShares Russell 1000 ETF worth $5.34M as of Q3 2026.
  • St. Clair Advisors bought 2 iShares Russell 1000 ETF shares in Q3 2026, an estimated $831.
  • iShares Russell 1000 ETF made up 1.33% of St. Clair Advisors's portfolio in Q3 2026, its #15 holding.
  • St. Clair Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 24 quarters since.
  • St. Clair Advisors's iShares Russell 1000 ETF position peaked at $11.7M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.