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Unified Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Unified Investment 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 		$308K Sell
753
-120
-14% -$47.6K 0.28% 105
2026
Q1 		$311K Sell
873
-160
-15% -$59.6K 0.32% 100
2025
Q4 		$386K Hold
1,033
– – 0.39% 90
2025
Q3 		$378K Hold
1,033
– – 0.38% 93
2025
Q2 		$351K Hold
1,033
– – 0.38% 93
2025
Q1 		$317K Buy
+1,033
New +$334K 0.37% 93

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Unified Investment Management's IWB Position: Q2 2026 in Review

Unified Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 14% in Q2 2026, selling an estimated $47.6K and leaving 753 shares worth $308K. The position accounts for 0.28% of the portfolio, ranked #105.

Unified Investment Management first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $386K in Q4 2025. 621 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Unified Investment Management held 753 shares of iShares Russell 1000 ETF worth $308K as of Q2 2026.
  • Unified Investment Management sold 120 iShares Russell 1000 ETF shares in Q2 2026, an estimated $47.6K.
  • iShares Russell 1000 ETF made up 0.28% of Unified Investment Management's portfolio in Q2 2026, its #105 holding.
  • Unified Investment Management first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • Unified Investment Management's iShares Russell 1000 ETF position peaked at $386K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.