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

Titleist 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 Q2	$282K	Sell	688 -12	-2%	-$4.76K	0.02%	360
2026 Q1	$249K	Sell	700 -39	-5%	-$14.5K	0.02%	359
2025 Q4	$276K	Buy	739 +150	+25%	+$55.6K	0.02%	319
2025 Q3	$215K	Sell	589 -1	-0.2%	-$352	0.02%	301
2025 Q2	$200K	Buy	+590	New	+$185K	0.02%	311

Other funds holding IWB

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

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Titleist Asset Management's IWB Position: Q2 2026 in Review

Titleist Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.7% in Q2 2026, selling an estimated $4.76K and leaving 688 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #360.

Titleist Asset Management first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Titleist Asset Management held 688 shares of iShares Russell 1000 ETF worth $282K as of Q2 2026.
Titleist Asset Management sold 12 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.76K.
iShares Russell 1000 ETF made up 0.02% of Titleist Asset Management's portfolio in Q2 2026, its #360 holding.
Titleist Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.