Alpine Bank Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Alpine Bank Wealth Management’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	$5.32K	Buy	+13	New	+$5.15K	﹤0.01%	390
2025 Q4	–	Sell	-13	Closed	-$4.75K	–	282
2025 Q3	$4.75K	Buy	+13	New	+$4.58K	﹤0.01%	406

Other funds holding IWB

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Alpine Bank Wealth Management's IWB Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 13 shares worth $5.32K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in IWB as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in IWB in Q3 2025 and has held it in 2 quarters since. 1,052 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Alpine Bank Wealth Management held 13 shares of iShares Russell 1000 ETF worth $5.32K as of Q2 2026.
iShares Russell 1000 ETF was a new Alpine Bank Wealth Management position in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #390 holding.
Alpine Bank Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 2 quarters since.
1,052 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.