TGAM
IWB icon

TBH Global Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

TBH Global Asset Management’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 		$304K Buy
+852
New +$317K 0.06% 214
2025
Q4 		– Sell
-708
Closed -$259K – 256
2025
Q3 		$259K Buy
+708
New +$249K 0.05% 240

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

TBH Global Asset Management's IWB Position: Q1 2026 in Review

TBH Global Asset Management opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 852 shares worth $304K. The stake represents 0.06% of the portfolio and ranks #214 among its holdings. This is a return to the name: TBH Global Asset Management previously reported a position in IWB as recently as Q3 2025.

TBH Global Asset Management first reported a position in IWB in Q3 2025 and has held it in 2 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • TBH Global Asset Management held 852 shares of iShares Russell 1000 ETF worth $304K as of Q1 2026.
  • iShares Russell 1000 ETF was a new TBH Global Asset Management position in Q1 2026.
  • iShares Russell 1000 ETF made up 0.06% of TBH Global Asset Management's portfolio in Q1 2026, its #214 holding.
  • TBH Global Asset Management first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.