WJA
IWB icon

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
Q2 		$1.03M Sell
2,514
-122
-5% -$48.4K 0.06% 59
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Willis Johnson & Associates's IWB Position: Q2 2026 in Review

Willis Johnson & Associates reduced its iShares Russell 1000 ETF (IWB) stake by 4.6% in Q2 2026, selling an estimated $48.4K and leaving 2,514 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #59.

Willis Johnson & Associates first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.01M in Q4 2020. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Willis Johnson & Associates held 2,514 shares of iShares Russell 1000 ETF worth $1.03M as of Q2 2026.
  • Willis Johnson & Associates sold 122 iShares Russell 1000 ETF shares in Q2 2026, an estimated $48.4K.
  • iShares Russell 1000 ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q2 2026, its #59 holding.
  • Willis Johnson & Associates first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Willis Johnson & Associates's iShares Russell 1000 ETF position peaked at $2.01M in Q4 2020.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.