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 Q3	$287K	Buy	689 +1	+0.1%	+$416	0.02%	385
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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Titleist Asset Management's IWB Position: Q3 2026 in Review

Titleist Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 0.15% in Q3 2026, buying an estimated $416 and bringing the position to 689 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #385.

Titleist Asset Management first reported a position in IWB in Q2 2025 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Titleist Asset Management held 689 shares of iShares Russell 1000 ETF worth $287K as of Q3 2026.
Titleist Asset Management bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
iShares Russell 1000 ETF made up 0.02% of Titleist Asset Management's portfolio in Q3 2026, its #385 holding.
Titleist Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 6 quarters since.
82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.