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YHB Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

YHB 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 		$16.6M Sell
40,621
-4
-0% -$1.58K 1.07% 25
2026
Q1 		$14.5M Sell
40,625
-1,554
-4% -$579K 1.04% 24
2025
Q4 		$15.8M Buy
42,179
+366
+0.9% +$136K 1.09% 24
2025
Q3 		$15.3M Sell
41,813
-1,291
-3% -$455K 1.12% 23
2025
Q2 		$14.6M Buy
43,104
+2,234
+5% +$701K 1.13% 20
2025
Q1 		$12.5M Buy
40,870
+832
+2% +$269K 1.05% 21
2024
Q4 		$12.9M Sell
40,038
-980
-2% -$317K 1.06% 21
2024
Q3 		$12.9M Buy
41,018
+4,361
+12% +$1.32M 1.07% 23
2024
Q2 		$10.9M Buy
36,657
+3,019
+9% +$867K 0.94% 25
2024
Q1 		$9.69M Buy
33,638
+1,156
+4% +$317K 0.86% 27
2023
Q4 		$8.52M Buy
32,482
+1,795
+6% +$439K 0.82% 31
2023
Q3 		$7.21M Buy
30,687
+3,936
+15% +$964K 0.67% 41
2023
Q2 		$6.52M Buy
26,751
+8,089
+43% +$1.86M 0.61% 44
2023
Q1 		$4.2M Buy
18,662
+8,135
+77% +$1.79M 0.42% 68
2022
Q4 		$2.22M Buy
10,527
+8,052
+325% +$1.7M 0.24% 95
2022
Q3 		$488K Buy
+2,475
New +$543K 0.05% 190

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

YHB Investment Advisors's IWB Position: Q2 2026 in Review

YHB Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.01% in Q2 2026, selling an estimated $1.58K and leaving 40,621 shares worth $16.6M. The position accounts for 1.07% of the portfolio, ranked #25.

YHB Investment Advisors first reported a position in IWB in Q3 2022 and has held it in 16 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • YHB Investment Advisors held 40,621 shares of iShares Russell 1000 ETF worth $16.6M as of Q2 2026.
  • YHB Investment Advisors sold 4 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.58K.
  • iShares Russell 1000 ETF made up 1.07% of YHB Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • YHB Investment Advisors first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.