ZIM
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Zacks Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Zacks Investment 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
Q1 		$518K Buy
1,453
+3
+0.2% +$1.12K ﹤0.01% 487
2025
Q4 		$541K Buy
1,450
+102
+8% +$37.8K ﹤0.01% 491
2025
Q3 		$493K Buy
1,348
+2
+0.1% +$704 ﹤0.01% 495
2025
Q2 		$457K Sell
1,346
-4
-0.3% -$1.26K ﹤0.01% 496
2025
Q1 		$414K Buy
1,350
+151
+13% +$48.8K ﹤0.01% 508
2024
Q4 		$386K Buy
1,199
+26
+2% +$8.42K ﹤0.01% 518
2024
Q3 		$369K Buy
1,173
+58
+5% +$17.6K ﹤0.01% 529
2024
Q2 		$332K Buy
1,115
+103
+10% +$29.6K ﹤0.01% 497
2024
Q1 		$291K Buy
+1,012
New +$277K ﹤0.01% 547
2023
Q4 		– Sell
-1,079
Closed -$254K – 646
2023
Q3 		$254K Hold
1,079
– – ﹤0.01% 536
2023
Q2 		$263K Buy
1,079
+135
+14% +$31.1K ﹤0.01% 550
2023
Q1 		$213K Buy
+944
New +$208K ﹤0.01% 574
2019
Q1 		– Sell
-1,457
Closed -$202K – 567
2018
Q4 		$202K Buy
+1,457
New +$218K ﹤0.01% 480

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

Zacks Investment Management's IWB Position: Q1 2026 in Review

Zacks Investment Management increased its iShares Russell 1000 ETF (IWB) stake by 0.21% in Q1 2026, buying an estimated $1.12K and bringing the position to 1,453 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Zacks Investment Management first reported a position in IWB in Q4 2018 and has held it in 13 quarters since. The position peaked at $541K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Zacks Investment Management held 1,453 shares of iShares Russell 1000 ETF worth $518K as of Q1 2026.
  • Zacks Investment Management bought 3 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.12K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #487 holding.
  • Zacks Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 13 quarters since.
  • Zacks Investment Management's iShares Russell 1000 ETF position peaked at $541K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.