Timonier Family Office’s iShares Russell 1000 ETF IWB Stock Holding History

Timonier Family Office’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	$281K	Buy	+685	New	+$271K	0.08%	51
2025 Q4	$256K	Hold	685	–	–	0.08%	53
2025 Q3	$250K	Hold	685	–	–	0.08%	53
2025 Q2	$233K	Hold	685	–	–	0.09%	53
2025 Q1	$210K	Hold	685	–	–	0.09%	50
2024 Q4	$221K	Buy	+685	New	+$222K	0.11%	49

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Timonier Family Office's IWB Position: Q2 2026 in Review

Timonier Family Office opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 685 shares worth $281K. The stake represents 0.08% of the portfolio and ranks #51 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in IWB as recently as Q4 2025.

Timonier Family Office first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. 843 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Timonier Family Office held 685 shares of iShares Russell 1000 ETF worth $281K as of Q2 2026.
iShares Russell 1000 ETF was a new Timonier Family Office position in Q2 2026.
iShares Russell 1000 ETF made up 0.08% of Timonier Family Office's portfolio in Q2 2026, its #51 holding.
Timonier Family Office first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
843 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.