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Thurston Springer Miller Herd & Titak’s iShares Russell 1000 ETF IWB Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$64.3K Hold
157
– – 0.02% 422
2026
Q1 		$56K Hold
157
– – 0.02% 515
2025
Q4 		$58.6K Hold
157
– – 0.02% 451
2025
Q3 		$57.4K Hold
157
– – 0.11% 195
2025
Q2 		$53.3K Hold
157
– – 0.01% 658
2025
Q1 		$48.2K Sell
157
-1
-0.6% -$323 0.01% 645
2024
Q4 		$50.9K Buy
+158
New +$51.2K 0.01% 527

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

Thurston Springer Miller Herd & Titak's IWB Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 157 shares worth $64.3K. The position accounts for 0.02% of the portfolio, ranked #422.

Thurston Springer Miller Herd & Titak first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 157 shares of iShares Russell 1000 ETF worth $64.3K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #422 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 430 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.