AlTi Global’s iShares Russell 1000 ETF IWB Stock Holding History

AlTi Global’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 Q1	$8.08M	Sell	22,671 -86	-0.4%	-$32K	0.18%	64
2025 Q4	$8.5M	Sell	22,757 -109	-0.5%	-$40.4K	0.18%	63
2025 Q3	$8.36M	Sell	22,866 -18,415	-45%	-$6.49M	0.2%	67
2025 Q2	$14M	Sell	41,281 -1,601	-4%	-$503K	0.35%	43
2025 Q1	$13.2M	Sell	42,882 -898	-2%	-$290K	0.34%	38
2024 Q4	$14.1M	Sell	43,780 -409	-0.9%	-$132K	0.34%	39
2024 Q3	$13.9M	Sell	44,189 -489	-1%	-$148K	0.33%	37
2024 Q2	$13.3M	Buy	44,678 +3	+0%	+$861	0.36%	35
2024 Q1	$12.9M	Buy	44,675 +48	+0.1%	+$13.2K	0.36%	33
2023 Q4	$11.7M	Buy	+44,627	New	+$10.9M	0.36%	37

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AlTi Global's IWB Position: Q1 2026 in Review

AlTi Global reduced its iShares Russell 1000 ETF (IWB) stake by 0.38% in Q1 2026, selling an estimated $32K and leaving 22,671 shares worth $8.08M. The position accounts for 0.18% of the portfolio, ranked #64.

AlTi Global first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.1M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

AlTi Global held 22,671 shares of iShares Russell 1000 ETF worth $8.08M as of Q1 2026.
AlTi Global sold 86 iShares Russell 1000 ETF shares in Q1 2026, an estimated $32K.
iShares Russell 1000 ETF made up 0.18% of AlTi Global's portfolio in Q1 2026, its #64 holding.
AlTi Global first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
AlTi Global's iShares Russell 1000 ETF position peaked at $14.1M in Q4 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.