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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$251K Sell
613
-38
-6% -$15.1K 0.06% 141
2026
Q1
$232K Buy
651
+1
+0.2% +$373 0.07% 121
2025
Q4
$243K Buy
650
+21
+3% +$7.78K 0.07% 92
2025
Q3
$230K Buy
+629
New +$222K 0.07% 101
2024
Q2
Sell
-30
Closed -$8.64K 1733
2024
Q1
$8.64K Buy
+30
New +$8.22K ﹤0.01% 915

Other funds holding IWB

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

Tucker Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 5.8% in Q2 2026, selling an estimated $15.1K and leaving 613 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #141.

Tucker Asset Management first reported a position in IWB in Q1 2024 and has held it in 5 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Tucker Asset Management held 613 shares of iShares Russell 1000 ETF worth $251K as of Q2 2026.
  • Tucker Asset Management sold 38 iShares Russell 1000 ETF shares in Q2 2026, an estimated $15.1K.
  • iShares Russell 1000 ETF made up 0.06% of Tucker Asset Management's portfolio in Q2 2026, its #141 holding.
  • Tucker Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.