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Adelphi Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Adelphi Trust’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
Q3 		$623K Buy
1,497
+133
+10% +$55.3K 0.41% 57
2026
Q2 		$559K Hold
1,364
– – 0.37% 64
2026
Q1 		$486K Sell
1,364
-28
-2% -$10.4K 0.4% 63
2025
Q4 		$520K Buy
+1,392
New +$516K 0.42% 62

Other funds holding IWB

BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Adelphi Trust's IWB Position: Q3 2026 in Review

Adelphi Trust increased its iShares Russell 1000 ETF (IWB) stake by 9.8% in Q3 2026, buying an estimated $55.3K and bringing the position to 1,497 shares worth $623K. The position accounts for 0.41% of the portfolio, ranked #57.

Adelphi Trust first reported a position in IWB in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Adelphi Trust held 1,497 shares of iShares Russell 1000 ETF worth $623K as of Q3 2026.
  • Adelphi Trust bought 133 iShares Russell 1000 ETF shares in Q3 2026, an estimated $55.3K.
  • iShares Russell 1000 ETF made up 0.41% of Adelphi Trust's portfolio in Q3 2026, its #57 holding.
  • Adelphi Trust first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.