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Strategic Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Strategic Investment 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 		$5.93M Sell
14,485
-178
-1% -$70.5K 0.36% 46
2026
Q1 		$5.23M Sell
14,663
-316
-2% -$118K 0.36% 47
2025
Q4 		$5.59M Sell
14,979
-90,280
-86% -$33.4M 0.48% 41
2025
Q3 		$5.5M Buy
105,259
+90,231
+600% +$31.8M 0.49% 41
2025
Q2 		$5.1M Sell
15,028
-226
-1% -$70.9K 0.5% 38
2025
Q1 		$4.68M Sell
15,254
-474
-3% -$153K 0.5% 40
2024
Q4 		$5.07M Sell
15,728
-405
-3% -$131K 0.54% 39
2024
Q3 		$5.07M Sell
16,133
-219
-1% -$66.3K 0.56% 37
2024
Q2 		$4.87M Sell
16,352
-622
-4% -$179K 0.59% 33
2024
Q1 		$4.89M Sell
16,974
-275
-2% -$75.4K 0.63% 33
2023
Q4 		$4.52M Sell
17,249
-722
-4% -$177K 0.65% 34
2023
Q3 		$4.22M Buy
+17,971
New +$4.4M 0.7% 26
2023
Q2 		– Sell
-18,536
Closed -$4.17M – 212
2023
Q1 		$4.17M Sell
18,536
-596
-3% -$131K 0.76% 24
2022
Q4 		$4.03M Sell
19,132
-498
-3% -$105K 0.84% 26
2022
Q3 		$3.87M Sell
19,630
-6,576
-25% -$1.44M 0.87% 26
2022
Q2 		$5.45M Sell
26,206
-315
-1% -$71.2K 1.09% 20
2022
Q1 		$6.63M Sell
26,521
-2,706
-9% -$668K 1.25% 17
2021
Q4 		$7.73M Sell
29,227
-638
-2% -$164K 1.49% 16
2021
Q3 		$7.22M Sell
29,865
-1,556
-5% -$387K 1.58% 17
2021
Q2 		$7.61M Sell
31,421
-24,040
-43% -$5.66M 1.74% 16
2021
Q1 		$12.4M Sell
55,461
-9,743
-15% -$2.13M 3.22% 5
2020
Q4 		$13.8M Sell
65,204
-77,343
-54% -$15.4M 3.98% 1
2020
Q3 		$26.7M Sell
142,547
-96
-0.1% -$17.7K 9.01% 1
2020
Q2 		$24.5M Buy
142,643
+4,876
+4% +$789K 9.24% 1
2020
Q1 		$19.5M Buy
137,767
+5,632
+4% +$952K 8.95% 1
2019
Q4 		$23.6M Buy
132,135
+11,752
+10% +$2.01M 9.74% 1
2019
Q3 		$19.9M Buy
120,383
+28,737
+31% +$4.72M 9.54% 1
2019
Q2 		$14.9M Buy
91,646
+17,352
+23% +$2.78M 8.16% 1
2019
Q1 		$11.7M Buy
74,294
+4,866
+7% +$736K 8.01% 1
2018
Q4 		$9.63M Buy
+69,428
New +$10.4M 8.65% 1

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Investment Advisors's IWB Position: Q2 2026 in Review

Strategic Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q2 2026, selling an estimated $70.5K and leaving 14,485 shares worth $5.93M. The position accounts for 0.36% of the portfolio, ranked #46.

Strategic Investment Advisors first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $26.7M in Q3 2020. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Strategic Investment Advisors held 14,485 shares of iShares Russell 1000 ETF worth $5.93M as of Q2 2026.
  • Strategic Investment Advisors sold 178 iShares Russell 1000 ETF shares in Q2 2026, an estimated $70.5K.
  • iShares Russell 1000 ETF made up 0.36% of Strategic Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Strategic Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Investment Advisors's iShares Russell 1000 ETF position peaked at $26.7M in Q3 2020.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.