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

Townsend 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	$2.28M	Buy	5,474 +6	+0.1%	+$2.49K	0.72%	32
2026 Q2	$2.24M	Sell	5,468 -168	-3%	-$66.6K	0.72%	31
2026 Q1	$2.01M	Buy	5,636 +272	+5%	+$101K	0.73%	31
2025 Q4	$2M	Sell	5,364 -19	-0.4%	-$7.04K	0.71%	32
2025 Q3	$1.97M	Sell	5,383 -265	-5%	-$93.3K	0.7%	32
2025 Q2	$1.92M	Sell	5,648 -256	-4%	-$80.4K	0.69%	34
2025 Q1	$1.81M	Buy	5,904 +12	+0.2%	+$3.88K	0.7%	38
2024 Q4	$1.9M	Sell	5,892 -112	-2%	-$36.3K	0.69%	37
2024 Q3	$1.89M	Sell	6,004 -144	-2%	-$43.6K	0.7%	38
2024 Q2	$1.83M	Sell	6,148 -130	-2%	-$37.3K	0.71%	35
2024 Q1	$1.81M	Sell	6,278 -16	-0.3%	-$4.38K	0.72%	38
2023 Q4	$1.65M	Buy	6,294 +17	+0.3%	+$4.16K	0.75%	36
2023 Q3	$1.47M	Hold	6,277	–	–	0.74%	35
2023 Q2	$1.53M	Buy	6,277 +13	+0.2%	+$2.99K	0.73%	36
2023 Q1	$1.41M	Sell	6,264 -112	-2%	-$24.6K	0.73%	38
2022 Q4	$1.34M	Buy	6,376 +42	+0.7%	+$8.89K	0.67%	43
2022 Q3	$1.25M	Hold	6,334	–	–	0.7%	43
2022 Q2	$1.32M	Buy	6,334 +12	+0.2%	+$2.71K	0.68%	44
2022 Q1	$1.58M	Sell	6,322 -46	-0.7%	-$11.4K	0.77%	37
2021 Q4	$1.68M	Buy	6,368 +30	+0.5%	+$7.72K	0.8%	37
2021 Q3	$1.53M	Sell	6,338 -1	-0%	-$249	0.81%	35
2021 Q2	$1.53M	Buy	6,339 +26	+0.4%	+$6.13K	0.85%	35
2021 Q1	$1.41M	Buy	6,313 +129	+2%	+$28.2K	0.87%	35
2020 Q4	$1.31M	Sell	6,184 -32	-0.5%	-$6.39K	0.87%	34
2020 Q3	$1.16M	Sell	6,216 -31	-0.5%	-$5.73K	0.95%	34
2020 Q2	$1.07M	Buy	6,247 +41	+0.7%	+$6.63K	0.87%	34
2020 Q1	$878K	Sell	6,206 -306	-5%	-$51.7K	0.9%	33
2019 Q4	$1.16M	Buy	+6,512	New	+$1.11M	0.94%	31

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Townsend Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 0.11% in Q3 2026, buying an estimated $2.49K and bringing the position to 5,474 shares worth $2.28M. The position accounts for 0.72% of the portfolio, ranked #32.

Townsend Asset Management first reported a position in IWB in Q4 2019 and has held it in 28 quarters since. 1,238 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Townsend Asset Management held 5,474 shares of iShares Russell 1000 ETF worth $2.28M as of Q3 2026.
Townsend Asset Management bought 6 iShares Russell 1000 ETF shares in Q3 2026, an estimated $2.49K.
iShares Russell 1000 ETF made up 0.72% of Townsend Asset Management's portfolio in Q3 2026, its #32 holding.
Townsend Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 28 quarters since.
1,238 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Townsend Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.