55 North Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

55 North Private Wealth’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	$373K	Buy	912 +1	+0.1%	+$396	0.07%	134
2026 Q1	$325K	Buy	911 +1	+0.1%	+$373	0.08%	122
2025 Q4	$340K	Buy	+910	New	+$337K	0.09%	118

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

55 North Private Wealth's IWB Position: Q2 2026 in Review

55 North Private Wealth increased its iShares Russell 1000 ETF (IWB) stake by 0.11% in Q2 2026, buying an estimated $396 and bringing the position to 912 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #134.

55 North Private Wealth first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

55 North Private Wealth held 912 shares of iShares Russell 1000 ETF worth $373K as of Q2 2026.
55 North Private Wealth bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #134 holding.
55 North Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.