WestEnd Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

WestEnd Advisors’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	$428K	Sell	1,045 -10	-0.9%	-$3.96K	0.01%	48
2026 Q1	$376K	Sell	1,055 -113	-10%	-$42.1K	0.01%	44
2025 Q4	$436K	Buy	1,168 +271	+30%	+$100K	0.01%	45
2025 Q3	$328K	Sell	897 -287	-24%	-$101K	0.01%	43
2025 Q2	$402K	Buy	1,184 +196	+20%	+$61.5K	0.01%	41
2025 Q1	$303K	Sell	988 -57	-5%	-$18.4K	0.01%	45
2024 Q4	$337K	Buy	1,045 +264	+34%	+$85.5K	0.01%	47
2024 Q3	$246K	Buy	781 +183	+31%	+$55.4K	0.01%	45
2024 Q2	$178K	Hold	598	–	–	﹤0.01%	44
2024 Q1	$172K	Sell	598 -198	-25%	-$54.3K	﹤0.01%	44
2023 Q4	$209K	Sell	796 -16	-2%	-$3.92K	0.01%	45
2023 Q3	$191K	Buy	+812	New	+$199K	0.01%	44
2023 Q1	–	Sell	-1,540	Closed	-$339K	–	42
2022 Q4	$324K	Sell	1,540 -125	-8%	-$26.5K	0.01%	42
2022 Q3	$329K	Sell	1,665 -33	-2%	-$7.24K	0.01%	44
2022 Q2	$353K	Buy	+1,698	New	+$384K	0.01%	44
2022 Q1	–	Sell	-1,019	Closed	-$252K	–	44
2021 Q4	$269K	Buy	+1,019	New	+$262K	0.01%	42
2021 Q3	–	Hold	0	–	–	–	42
2021 Q2	–	Sell	-1,019	Closed	-$240K	–	39
2021 Q1	$228K	Hold	1,019	–	–	0.01%	38
2020 Q4	$216K	Hold	1,019	–	–	0.01%	39
2020 Q3	$191K	Hold	1,019	–	–	0.01%	40
2020 Q2	$175K	Hold	1,019	–	–	0.01%	40
2020 Q1	$144K	Buy	+1,019	New	+$172K	0.01%	44
2019 Q1	–	Sell	-23	Closed	-$3.19K	–	58
2018 Q4	$3.19K	Buy	+23	New	+$3.44K	﹤0.01%	49
2018 Q1	–	Sell	-58	Closed	-$8.62K	–	51
2017 Q4	$8.62K	Sell	58 -41	-41%	-$5.94K	﹤0.01%	39
2017 Q3	$13.8K	Buy	+99	New	+$13.6K	﹤0.01%	36

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WestEnd Advisors's IWB Position: Q2 2026 in Review

WestEnd Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.95% in Q2 2026, selling an estimated $3.96K and leaving 1,045 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #48.

WestEnd Advisors first reported a position in IWB in Q3 2017 and has held it in 24 quarters since. The position peaked at $436K in Q4 2025. 1,549 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

WestEnd Advisors held 1,045 shares of iShares Russell 1000 ETF worth $428K as of Q2 2026.
WestEnd Advisors sold 10 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.96K.
iShares Russell 1000 ETF made up 0.01% of WestEnd Advisors's portfolio in Q2 2026, its #48 holding.
WestEnd Advisors first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 24 quarters since.
WestEnd Advisors's iShares Russell 1000 ETF position peaked at $436K in Q4 2025.
1,549 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.