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

Tiemann 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 Q1	$1.72M	Hold	4,810	–	–	0.67%	33
2025 Q4	$1.8M	Hold	4,810	–	–	0.7%	31
2025 Q3	$1.76M	Hold	4,810	–	–	0.67%	29
2025 Q2	$1.63M	Hold	4,810	–	–	0.67%	32
2025 Q1	$1.48M	Hold	4,810	–	–	0.67%	33
2024 Q4	$1.55M	Hold	4,810	–	–	0.69%	32
2024 Q3	$1.51M	Hold	4,810	–	–	0.65%	35
2024 Q2	$1.43M	Hold	4,810	–	–	0.64%	36
2024 Q1	$1.39M	Hold	4,810	–	–	0.62%	39
2023 Q4	$1.26M	Sell	4,810 -100	-2%	-$24.5K	0.61%	40
2023 Q3	$1.15M	Hold	4,910	–	–	0.62%	39
2023 Q2	$1.2M	Hold	4,910	–	–	0.61%	40
2023 Q1	$1.11M	Hold	4,910	–	–	0.6%	42
2022 Q4	$1.03M	Sell	4,910 -460	-9%	-$97.4K	0.61%	43
2022 Q3	$1.06M	Hold	5,370	–	–	0.69%	37
2022 Q2	$1.12M	Hold	5,370	–	–	0.6%	44
2022 Q1	$1.34M	Hold	5,370	–	–	0.62%	44
2021 Q4	$1.42M	Hold	5,370	–	–	0.6%	44
2021 Q3	$1.3M	Hold	5,370	–	–	0.62%	42
2021 Q2	$1.3M	Hold	5,370	–	–	0.61%	43
2021 Q1	$1.2M	Hold	5,370	–	–	0.6%	44
2020 Q4	$1.14M	Hold	5,370	–	–	0.61%	43
2020 Q3	$1M	Hold	5,370	–	–	0.62%	43
2020 Q2	$922K	Sell	5,370 -144	-3%	-$23.3K	0.63%	43
2020 Q1	$780K	Sell	5,514 -56	-1%	-$9.47K	0.68%	41
2019 Q4	$994K	Sell	5,570 -85	-2%	-$14.5K	0.68%	45
2019 Q3	$930K	Hold	5,655	–	–	0.68%	48
2019 Q2	$921K	Hold	5,655	–	–	0.67%	49
2019 Q1	$890K	Hold	5,655	–	–	0.68%	48
2018 Q4	$784K	Sell	5,655 -40	-0.7%	-$5.98K	0.7%	47
2018 Q3	$921K	Sell	5,695 -125	-2%	-$19.8K	0.7%	45
2018 Q2	$885K	Hold	5,820	–	–	0.71%	44
2018 Q1	$855K	Hold	5,820	–	–	0.69%	46
2017 Q4	$865K	Hold	5,820	–	–	0.69%	43
2017 Q3	$814K	Hold	5,820	–	–	0.69%	41
2017 Q2	$787K	Sell	5,820 -150	-3%	-$20K	0.71%	43
2017 Q1	$784K	Sell	5,970 -625	-9%	-$80.9K	0.73%	40
2016 Q4	$821K	Sell	6,595 -250	-4%	-$30.4K	0.8%	39
2016 Q3	$825K	Sell	6,845 -125	-2%	-$15K	0.76%	37
2016 Q2	$815K	Hold	6,970	–	–	0.76%	39
2016 Q1	$795K	Hold	6,970	–	–	0.79%	39
2015 Q4	$790K	Buy	6,970 +2,470	+55%	+$282K	0.8%	38
2015 Q3	$482K	Buy	+4,500	New	+$511K	0.53%	63

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

Tiemann Investment Advisors's IWB Position: Q1 2026 in Review

Tiemann Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 4,810 shares worth $1.72M. The position accounts for 0.67% of the portfolio, ranked #33.

Tiemann Investment Advisors first reported a position in IWB in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.8M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Tiemann Investment Advisors held 4,810 shares of iShares Russell 1000 ETF worth $1.72M as of Q1 2026.
Tiemann Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.67% of Tiemann Investment Advisors's portfolio in Q1 2026, its #33 holding.
Tiemann Investment Advisors first reported a position in iShares Russell 1000 ETF in Q3 2015 and has held it in 43 quarters since.
Tiemann Investment Advisors's iShares Russell 1000 ETF position peaked at $1.8M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.