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Willis Johnson & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Willis Johnson & Associates’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
Q1 		$940K Buy
2,636
+255
+11% +$95K 0.05% 82
2025
Q4 		$889K Buy
2,381
+14
+0.6% +$5.19K 0.05% 80
2025
Q3 		$865K Buy
2,367
+102
+5% +$35.9K 0.05% 81
2025
Q2 		$769K Buy
2,265
+14
+0.6% +$4.39K 0.05% 79
2025
Q1 		$690K Buy
2,251
+215
+11% +$69.5K 0.05% 75
2024
Q4 		$656K Buy
2,036
+38
+2% +$12.3K 0.05% 80
2024
Q3 		$628K Buy
1,998
+102
+5% +$30.9K 0.05% 84
2024
Q2 		$564K Sell
1,896
-35
-2% -$10K 0.05% 85
2024
Q1 		$556K Sell
1,931
-129
-6% -$35.4K 0.05% 82
2023
Q4 		$540K Sell
2,060
-756
-27% -$185K 0.05% 72
2023
Q3 		$662K Sell
2,816
-845
-23% -$207K 0.07% 69
2023
Q2 		$892K Buy
3,661
+393
+12% +$90.5K 0.1% 64
2023
Q1 		$736K Sell
3,268
-855
-21% -$188K 0.09% 66
2022
Q4 		$868K Sell
4,123
-1,474
-26% -$312K 0.11% 60
2022
Q3 		$1.1M Buy
5,597
+80
+1% +$17.5K 0.16% 55
2022
Q2 		$1.15M Sell
5,517
-525
-9% -$119K 0.16% 49
2022
Q1 		$1.51M Sell
6,042
-522
-8% -$129K 0.2% 47
2021
Q4 		$1.74M Sell
6,564
-1,194
-15% -$307K 0.22% 40
2021
Q3 		$1.88M Sell
7,758
-253
-3% -$62.9K 0.26% 40
2021
Q2 		$1.94M Sell
8,011
-242
-3% -$57K 0.27% 35
2021
Q1 		$1.85M Sell
8,253
-1,241
-13% -$272K 0.28% 35
2020
Q4 		$2.01M Buy
+9,494
New +$1.89M 0.34% 34

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Willis Johnson & Associates's IWB Position: Q1 2026 in Review

Willis Johnson & Associates increased its iShares Russell 1000 ETF (IWB) stake by 11% in Q1 2026, buying an estimated $95K and bringing the position to 2,636 shares worth $940K. The position accounts for 0.05% of the portfolio, ranked #82.

Willis Johnson & Associates first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.01M in Q4 2020. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Willis Johnson & Associates held 2,636 shares of iShares Russell 1000 ETF worth $940K as of Q1 2026.
  • Willis Johnson & Associates bought 255 iShares Russell 1000 ETF shares in Q1 2026, an estimated $95K.
  • iShares Russell 1000 ETF made up 0.05% of Willis Johnson & Associates's portfolio in Q1 2026, its #82 holding.
  • Willis Johnson & Associates first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's iShares Russell 1000 ETF position peaked at $2.01M in Q4 2020.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.