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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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 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. 408 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.
  • 408 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.