BRIGHTON JONES LLC IWB holdings history
ISHARES RUSSELL 1000 ETF · CUSIP 464287622 · CIK 1360798
As of 2026-06-30, BRIGHTON JONES LLC reported 161.00K IWB (shares), valued at $65.93M, or 1.23% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 0.04%; reported value increased 14.80%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.23% | 161,000 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 1.27% | 161,066 | SEC filing ↗Filed Aug 7, 2026Amended |
| Q4 2025 | 2.29% | 166,068 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 1.55% | 176,984 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 1.64% | 177,798 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 1.76% | 178,427 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 1.70% | 182,541 | SEC filing ↗Filed Jan 21, 2025Amended |
| Q3 2024 | 2.09% | 176,535 | SEC filing ↗Filed Oct 22, 2024Amended |
| Q2 2024 | 1.77% | 180,567 | SEC filing ↗Filed Aug 12, 2024Amended |
| Q1 2024 | 1.89% | 181,603 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 2.02% | 182,412 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 2.14% | 179,664 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.14% | 179,664 | $42.21M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 2.02% | 182,412 | $47.84M | Shares increased 1.53%; reported value increased 13.34%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 1.89% | 181,603 | $52.31M | Shares decreased 0.44%; reported value increased 9.34%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 1.77% | 180,567 | $53.73M | Shares decreased 0.57%; reported value increased 2.71%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 2.09% | 176,535 | $55.50M | Shares decreased 2.23%; reported value increased 3.30%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 1.70% | 182,541 | $58.81M | Shares increased 3.40%; reported value increased 5.96%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 1.76% | 178,427 | $54.73M | Shares decreased 2.25%; reported value decreased 6.93%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 1.64% | 177,798 | $60.37M | Shares decreased 0.35%; reported value increased 10.31%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 1.55% | 176,984 | $64.68M | Shares decreased 0.46%; reported value increased 7.14%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 2.29% | 166,068 | $62.02M | Shares decreased 6.17%; reported value decreased 4.12%, and weight changed +0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 1.27% | 161,066 | $57.43M | Shares decreased 3.01%; reported value decreased 7.40%, and weight changed -1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
| Q2 2026 | 1.23% | 161,000 | $65.93M | Shares decreased 0.04%; reported value increased 14.80%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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