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ZWJ Investment Counsel’s iShares Russell 1000 ETF IWB Stock Holding History

ZWJ Investment Counsel’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 		$2.61M Sell
6,372
-360
-5% -$143K 0.08% 91
2026
Q1 		$2.4M Sell
6,732
-250
-4% -$93.2K 0.09% 93
2025
Q4 		$2.61M Hold
6,982
– – 0.09% 86
2025
Q3 		$2.55M Hold
6,982
– – 0.09% 84
2025
Q2 		$2.37M Hold
6,982
– – 0.09% 87
2025
Q1 		$2.14M Hold
6,982
– – 0.09% 90
2024
Q4 		$2.25M Hold
6,982
– – 0.09% 90
2024
Q3 		$2.2M Sell
6,982
-50
-0.7% -$15.1K 0.09% 89
2024
Q2 		$2.09M Buy
7,032
+2,161
+44% +$620K 0.09% 88
2024
Q1 		$1.4M Sell
4,871
-100
-2% -$27.4K 0.06% 97
2023
Q4 		$1.3M Sell
4,971
-162
-3% -$39.7K 0.07% 97
2023
Q3 		$1.21M Sell
5,133
-38
-0.7% -$9.3K 0.07% 99
2023
Q2 		$1.26M Sell
5,171
-577
-10% -$133K 0.07% 98
2023
Q1 		$1.29M Sell
5,748
-77
-1% -$16.9K 0.07% 95
2022
Q4 		$1.23M Sell
5,825
-76
-1% -$16.1K 0.07% 98
2022
Q3 		$1.16M Hold
5,901
– – 0.07% 97
2022
Q2 		$1.23M Hold
5,901
– – 0.07% 99
2022
Q1 		$1.48M Sell
5,901
-2,030
-26% -$501K 0.08% 92
2021
Q4 		$2.1M Sell
7,931
-130
-2% -$33.5K 0.11% 83
2021
Q3 		$1.95M Sell
8,061
-1,532
-16% -$381K 0.11% 79
2021
Q2 		$2.32M Sell
9,593
-100
-1% -$23.6K 0.13% 71
2021
Q1 		$2.17M Sell
9,693
-200
-2% -$43.8K 0.13% 73
2020
Q4 		$2.1M Buy
9,893
+4,922
+99% +$982K 0.14% 77
2020
Q3 		$930K Hold
4,971
– – 0.07% 89
2020
Q2 		$853K Sell
4,971
-947
-16% -$153K 0.07% 89
2020
Q1 		$838K Hold
5,918
– – 0.07% 106
2019
Q4 		$1.06M Buy
5,918
+1,157
+24% +$197K 0.07% 106
2019
Q3 		$783K Buy
4,761
+2,246
+89% +$369K 0.06% 95
2019
Q2 		$409K Hold
2,515
– – 0.03% 117
2019
Q1 		$396K Hold
2,515
– – 0.03% 115
2018
Q4 		$349K Hold
2,515
– – 0.03% 123
2018
Q3 		$407K Hold
2,515
– – 0.03% 117
2018
Q2 		$382K Hold
2,515
– – 0.03% 118
2018
Q1 		$369K Sell
2,515
-250
-9% -$38K 0.03% 115
2017
Q4 		$411K Hold
2,765
– – 0.03% 184
2017
Q3 		$387K Hold
2,765
– – 0.03% 183
2017
Q2 		$374K Sell
2,765
-1,393
-34% -$186K 0.03% 198
2017
Q1 		$546K Buy
+4,158
New +$538K 0.04% 163

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

ZWJ Investment Counsel's IWB Position: Q2 2026 in Review

ZWJ Investment Counsel reduced its iShares Russell 1000 ETF (IWB) stake by 5.3% in Q2 2026, selling an estimated $143K and leaving 6,372 shares worth $2.61M. The position accounts for 0.08% of the portfolio, ranked #91.

ZWJ Investment Counsel first reported a position in IWB in Q1 2017 and has held it in 38 quarters since. 665 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • ZWJ Investment Counsel held 6,372 shares of iShares Russell 1000 ETF worth $2.61M as of Q2 2026.
  • ZWJ Investment Counsel sold 360 iShares Russell 1000 ETF shares in Q2 2026, an estimated $143K.
  • iShares Russell 1000 ETF made up 0.08% of ZWJ Investment Counsel's portfolio in Q2 2026, its #91 holding.
  • ZWJ Investment Counsel first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 38 quarters since.
  • 665 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.