Stifel Financial
IWB icon

Stifel Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Stifel Financial’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 		$68.7M Sell
192,546
-63,861
-25% -$23.8M 0.06% 298
2025
Q4 		$95.8M Buy
256,407
+58,029
+29% +$21.5M 0.09% 231
2025
Q3 		$72.5M Buy
198,378
+8,975
+5% +$3.16M 0.07% 281
2025
Q2 		$64.3M Buy
189,403
+3,891
+2% +$1.22M 0.06% 299
2025
Q1 		$56.9M Sell
185,512
-61,739
-25% -$20M 0.06% 309
2024
Q4 		$79.7M Buy
247,251
+47,136
+24% +$15.3M 0.08% 233
2024
Q3 		$62.9M Buy
200,115
+13,901
+7% +$4.21M 0.07% 280
2024
Q2 		$55.4M Buy
186,214
+4,097
+2% +$1.18M 0.06% 284
2024
Q1 		$52.5M Buy
182,117
+5,697
+3% +$1.56M 0.06% 295
2023
Q4 		$46.3M Buy
176,420
+32,963
+23% +$8.07M 0.06% 299
2023
Q3 		$33.7M Buy
143,457
+8,015
+6% +$1.96M 0.05% 334
2023
Q2 		$33M Buy
135,442
+8,516
+7% +$1.96M 0.05% 338
2023
Q1 		$28.6M Sell
126,926
-10,011
-7% -$2.2M 0.04% 370
2022
Q4 		$28.8M Buy
136,937
+9,496
+7% +$2.01M 0.04% 357
2022
Q3 		$25.1M Buy
127,441
+2,614
+2% +$573K 0.04% 365
2022
Q2 		$25.9M Buy
124,827
+22,969
+23% +$5.19M 0.04% 369
2022
Q1 		$25.5M Buy
101,858
+5,732
+6% +$1.42M 0.03% 429
2021
Q4 		$25.4M Sell
96,126
-5,184
-5% -$1.33M 0.03% 429
2021
Q3 		$24.5M Sell
101,310
-1,253
-1% -$311K 0.04% 415
2021
Q2 		$24.8M Buy
102,563
+6,237
+6% +$1.47M 0.04% 401
2021
Q1 		$21.6M Buy
96,326
+7,570
+9% +$1.66M 0.04% 411
2020
Q4 		$18.8M Buy
88,756
+7,140
+9% +$1.43M 0.03% 420
2020
Q3 		$15.3M Buy
81,616
+9,841
+14% +$1.82M 0.03% 417
2020
Q2 		$12.3M Sell
71,775
-5,609
-7% -$907K 0.03% 447
2020
Q1 		$11M Sell
77,384
-8,990
-10% -$1.52M 0.03% 420
2019
Q4 		$15.4M Sell
86,374
-19,122
-18% -$3.26M 0.03% 446
2019
Q3 		$17.3M Buy
105,496
+10,664
+11% +$1.75M 0.04% 367
2019
Q2 		$15.4M Buy
94,832
+644
+0.7% +$103K 0.04% 417
2019
Q1 		$14.8M Buy
94,188
+36,542
+63% +$5.52M 0.04% 401
2018
Q4 		$7.99M Sell
57,646
-3,934
-6% -$589K 0.03% 559
2018
Q3 		$9.95M Buy
61,580
+540
+0.9% +$85.7K 0.03% 548
2018
Q2 		$9.27M Buy
61,040
+1,521
+3% +$229K 0.03% 571
2018
Q1 		$8.73M Sell
59,519
-7,454
-11% -$1.13M 0.03% 578
2017
Q4 		$9.94M Sell
66,973
-1,640
-2% -$237K 0.03% 533
2017
Q3 		$9.59M Sell
68,613
-1,012
-1% -$139K 0.03% 522
2017
Q2 		$9.42M Buy
69,625
+6,414
+10% +$856K 0.03% 506
2017
Q1 		$8.3M Sell
63,211
-1,192
-2% -$154K 0.03% 524
2016
Q4 		$8.01M Buy
64,403
+8,451
+15% +$1.03M 0.03% 495
2016
Q3 		$6.74M Buy
55,952
+28,187
+102% +$3.39M 0.03% 519
2016
Q2 		$3.25M Buy
27,765
+3,451
+14% +$398K 0.02% 793
2016
Q1 		$2.77M Sell
24,314
-90,970
-79% -$9.83M 0.01% 793
2015
Q4 		$13.1M Sell
115,284
-1,869
-2% -$214K 0.07% 300
2015
Q3 		$12.5M Buy
117,153
+2,403
+2% +$273K 0.07% 297
2015
Q2 		$13.3M Sell
114,750
-546
-0.5% -$64.4K 0.07% 304
2015
Q1 		$13.4M Buy
115,296
+6,894
+6% +$796K 0.07% 317
2014
Q4 		$12.4M Buy
108,402
+92,839
+597% +$10.4M 0.07% 347
2014
Q3 		$1.71M Buy
15,563
+257
+2% +$28.4K 0.02% 824
2014
Q2 		$1.69M Buy
15,306
+1,818
+13% +$193K 0.02% 844
2014
Q1 		$1.41M Buy
+13,488
New +$1.39M 0.01% 887

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

Stifel Financial's IWB Position: Q1 2026 in Review

Stifel Financial reduced its iShares Russell 1000 ETF (IWB) stake by 25% in Q1 2026, selling an estimated $23.8M and leaving 192,546 shares worth $68.7M. The position accounts for 0.06% of the portfolio, ranked #298.

Stifel Financial first reported a position in IWB in Q1 2014 and has held it in 49 quarters since. The position peaked at $95.8M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Stifel Financial held 192,546 shares of iShares Russell 1000 ETF worth $68.7M as of Q1 2026.
  • Stifel Financial sold 63,861 iShares Russell 1000 ETF shares in Q1 2026, an estimated $23.8M.
  • iShares Russell 1000 ETF made up 0.06% of Stifel Financial's portfolio in Q1 2026, its #298 holding.
  • Stifel Financial first reported a position in iShares Russell 1000 ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's iShares Russell 1000 ETF position peaked at $95.8M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.