Steigerwald Gordon & Koch’s iShares Russell 1000 ETF IWB Stock Holding History

Steigerwald Gordon & Koch’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	$66.3K	Hold	186	–	–	0.01%	267
2025 Q4	$69.5K	Hold	186	–	–	0.01%	267
2025 Q3	$68K	Buy	+186	New	+$65.5K	0.01%	260
2022 Q1	–	Sell	-800	Closed	-$212K	–	118
2021 Q4	$212K	Buy	+800	New	+$206K	0.03%	120
2021 Q1	–	Sell	-1,385	Closed	-$293K	–	105
2020 Q4	$293K	Hold	1,385	–	–	0.06%	86
2020 Q3	$259K	Hold	1,385	–	–	0.06%	86
2020 Q2	$238K	Buy	+1,385	New	+$224K	0.06%	86

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Steigerwald Gordon & Koch's IWB Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 186 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #267.

Steigerwald Gordon & Koch first reported a position in IWB in Q2 2020 and has held it in 7 quarters since. The position peaked at $293K in Q4 2020. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Steigerwald Gordon & Koch held 186 shares of iShares Russell 1000 ETF worth $66.3K as of Q1 2026.
Steigerwald Gordon & Koch left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #267 holding.
Steigerwald Gordon & Koch first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 7 quarters since.
Steigerwald Gordon & Koch's iShares Russell 1000 ETF position peaked at $293K in Q4 2020.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.