Waters Parkerson & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Waters Parkerson & Co’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	$1.27M	Sell	3,110 -40	-1%	-$15.9K	0.06%	96
2026 Q1	$1.12M	Hold	3,150	–	–	0.06%	94
2025 Q4	$1.18M	Hold	3,150	–	–	0.06%	94
2025 Q3	$1.15M	Hold	3,150	–	–	0.06%	97
2025 Q2	$1.07M	Hold	3,150	–	–	0.05%	100
2025 Q1	$966K	Hold	3,150	–	–	0.05%	101
2024 Q4	$1.01M	Hold	3,150	–	–	0.05%	98
2024 Q3	$990K	Hold	3,150	–	–	0.05%	98
2024 Q2	$937K	Hold	3,150	–	–	0.05%	94
2024 Q1	$907K	Hold	3,150	–	–	0.05%	98
2023 Q4	$826K	Hold	3,150	–	–	0.05%	101
2023 Q3	$740K	Hold	3,150	–	–	0.04%	99
2023 Q2	$768K	Hold	3,150	–	–	0.04%	98
2023 Q1	$709K	Hold	3,150	–	–	0.04%	102
2022 Q4	$663K	Hold	3,150	–	–	0.04%	103
2022 Q3	$621K	Hold	3,150	–	–	0.04%	105
2022 Q2	$654K	Hold	3,150	–	–	0.04%	103
2022 Q1	$788K	Hold	3,150	–	–	0.04%	99
2021 Q4	$833K	Hold	3,150	–	–	0.04%	93
2021 Q3	$761K	Hold	3,150	–	–	0.04%	100
2021 Q2	$762K	Hold	3,150	–	–	0.04%	101
2021 Q1	$705K	Hold	3,150	–	–	0.04%	101
2020 Q4	$667K	Hold	3,150	–	–	0.04%	100
2020 Q3	$589K	Hold	3,150	–	–	0.04%	100
2020 Q2	$541K	Hold	3,150	–	–	0.04%	102
2020 Q1	$446K	Hold	3,150	–	–	0.04%	99
2019 Q4	$562K	Sell	3,150 -150	-5%	-$25.6K	0.04%	100
2019 Q3	$543K	Hold	3,300	–	–	0.04%	102
2019 Q2	$537K	Sell	3,300 -1,200	-27%	-$192K	0.04%	102
2019 Q1	$708K	Sell	4,500 -98	-2%	-$14.8K	0.06%	93
2018 Q4	$638K	Sell	4,598 -150	-3%	-$22.4K	0.06%	92
2018 Q3	$768K	Hold	4,748	–	–	0.06%	91
2018 Q2	$722K	Hold	4,748	–	–	0.06%	92
2018 Q1	$697K	Sell	4,748 -150	-3%	-$22.8K	0.06%	90
2017 Q4	$728K	Hold	4,898	–	–	0.06%	90
2017 Q3	$685K	Hold	4,898	–	–	0.06%	92
2017 Q2	$662K	Hold	4,898	–	–	0.06%	93
2017 Q1	$643K	Hold	4,898	–	–	0.06%	96
2016 Q4	$610K	Sell	4,898 -252	-5%	-$30.7K	0.06%	98
2016 Q3	$620K	Hold	5,150	–	–	0.06%	98
2016 Q2	$602K	Sell	5,150 -1,154	-18%	-$133K	0.06%	94
2016 Q1	$719K	Buy	6,304 +2,542	+68%	+$275K	0.08%	88
2015 Q4	$426K	Buy	+3,762	New	+$430K	0.05%	115

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Waters Parkerson & Co's IWB Position: Q2 2026 in Review

Waters Parkerson & Co reduced its iShares Russell 1000 ETF (IWB) stake by 1.3% in Q2 2026, selling an estimated $15.9K and leaving 3,110 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #96.

Waters Parkerson & Co first reported a position in IWB in Q4 2015 and has held it in 43 quarters since. 1,052 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Waters Parkerson & Co held 3,110 shares of iShares Russell 1000 ETF worth $1.27M as of Q2 2026.
Waters Parkerson & Co sold 40 iShares Russell 1000 ETF shares in Q2 2026, an estimated $15.9K.
iShares Russell 1000 ETF made up 0.06% of Waters Parkerson & Co's portfolio in Q2 2026, its #96 holding.
Waters Parkerson & Co first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 43 quarters since.
1,052 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.