Williams Jones Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Williams Jones Wealth 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	$242K	Buy	+591	New	+$234K	﹤0.01%	484

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

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Williams Jones Wealth Management's IWB Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 591 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings.

906 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Williams Jones Wealth Management held 591 shares of iShares Russell 1000 ETF worth $242K as of Q2 2026.
iShares Russell 1000 ETF was a new Williams Jones Wealth Management position in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #484 holding.
906 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.