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1ST Source Bank’s iShares Russell 1000 ETF IWB Stock Holding History

1ST Source Bank’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 		$549K Sell
1,340
-581
-30% -$230K 0.02% 202
2026
Q1 		$685K Buy
1,921
+647
+51% +$241K 0.04% 181
2025
Q4 		$476K Sell
1,274
-341
-21% -$126K 0.03% 197
2025
Q3 		$590K Sell
1,615
-58
-3% -$20.4K 0.03% 177
2025
Q2 		$568K Sell
1,673
-12
-0.7% -$3.77K 0.03% 177
2025
Q1 		$517K Buy
1,685
+265
+19% +$85.7K 0.03% 182
2024
Q4 		$457K Sell
1,420
-360
-20% -$117K 0.03% 191
2024
Q3 		$560K Hold
1,780
– – 0.03% 178
2024
Q2 		$530K Hold
1,780
– – 0.03% 175
2024
Q1 		$513K Buy
1,780
+128
+8% +$35.1K 0.03% 176
2023
Q4 		$433K Hold
1,652
– – 0.03% 188
2023
Q3 		$388K Hold
1,652
– – 0.03% 188
2023
Q2 		$403K Sell
1,652
-9
-0.5% -$2.07K 0.03% 192
2023
Q1 		$374K Hold
1,661
– – 0.02% 199
2022
Q4 		$350K Buy
1,661
+190
+13% +$40.2K 0.02% 205
2022
Q3 		$290K Sell
1,471
-73
-5% -$16K 0.02% 210
2022
Q2 		$321K Sell
1,544
-35
-2% -$7.91K 0.02% 207
2022
Q1 		$395K Hold
1,579
– – 0.02% 201
2021
Q4 		$418K Sell
1,579
-77
-5% -$19.8K 0.02% 192
2021
Q3 		$400K Sell
1,656
-40
-2% -$9.94K 0.03% 193
2021
Q2 		$411K Sell
1,696
-20
-1% -$4.71K 0.03% 192
2021
Q1 		$384K Buy
1,716
+22
+1% +$4.82K 0.03% 193
2020
Q4 		$359K Sell
1,694
-15
-0.9% -$2.99K 0.03% 190
2020
Q3 		$320K Buy
+1,709
New +$316K 0.03% 186
2020
Q1 		– Sell
-2,099
Closed -$375K – 223
2019
Q4 		$375K Hold
2,099
– – 0.03% 180
2019
Q3 		$345K Sell
2,099
-200
-9% -$32.8K 0.03% 179
2019
Q2 		$374K Buy
2,299
+700
+44% +$112K 0.03% 171
2019
Q1 		$252K Hold
1,599
– – 0.02% 203
2018
Q4 		$222K Buy
+1,599
New +$239K 0.02% 200

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

1ST Source Bank's IWB Position: Q2 2026 in Review

1ST Source Bank reduced its iShares Russell 1000 ETF (IWB) stake by 30% in Q2 2026, selling an estimated $230K and leaving 1,340 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #202.

1ST Source Bank first reported a position in IWB in Q4 2018 and has held it in 29 quarters since. The position peaked at $685K in Q1 2026. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • 1ST Source Bank held 1,340 shares of iShares Russell 1000 ETF worth $549K as of Q2 2026.
  • 1ST Source Bank sold 581 iShares Russell 1000 ETF shares in Q2 2026, an estimated $230K.
  • iShares Russell 1000 ETF made up 0.02% of 1ST Source Bank's portfolio in Q2 2026, its #202 holding.
  • 1ST Source Bank first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 29 quarters since.
  • 1ST Source Bank's iShares Russell 1000 ETF position peaked at $685K in Q1 2026.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.