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Yanni & Associates Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Yanni & Associates Investment 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 		$615K Sell
1,501
-142
-9% -$56.3K 0.57% 20
2026
Q1 		$586K Hold
1,643
– – 0.61% 20
2025
Q4 		$614K Buy
+1,643
New +$609K 0.61% 21

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 29.2% 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

Yanni & Associates Investment Advisors's IWB Position: Q2 2026 in Review

Yanni & Associates Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 8.6% in Q2 2026, selling an estimated $56.3K and leaving 1,501 shares worth $615K. The position accounts for 0.57% of the portfolio, ranked #20.

Yanni & Associates Investment Advisors first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Yanni & Associates Investment Advisors held 1,501 shares of iShares Russell 1000 ETF worth $615K as of Q2 2026.
  • Yanni & Associates Investment Advisors sold 142 iShares Russell 1000 ETF shares in Q2 2026, an estimated $56.3K.
  • iShares Russell 1000 ETF made up 0.57% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Yanni & Associates Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.