Bank of America’s iShares Russell 1000 ETF IWB Stock Holding History

Bank of America’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
2025 Q4	–	Sell	-500	Closed	-$183K	–	7859
2025 Q3	$183K	Buy	+500	New	+$176K	﹤0.01%	6320
2016 Q4	–	Sell	-251,212	Closed	-$30.3M	–	7171
2016 Q3	$30.3M	Hold	251,212	–	–	0.01%	1320
2016 Q2	$29.4M	Buy	251,212 +41,072	+20%	+$4.74M	0.01%	1320
2016 Q1	$24M	Buy	210,140 +181,485	+633%	+$19.6M	0.01%	1422
2015 Q4	$3.25M	Buy	+28,655	New	+$3.28M	﹤0.01%	3363
2015 Q3	–	Sell	-500	Closed	-$58K	–	7301
2015 Q2	$58K	Buy	+500	New	+$59K	﹤0.01%	5871
2014 Q2	–	Sell	-2,579	Closed	-$270K	–	8109
2014 Q1	$270K	Buy	2,579 +1,624	+170%	+$167K	﹤0.01%	5167
2013 Q4	$99K	Sell	955 -2,215	-70%	-$219K	﹤0.01%	6131
2013 Q3	$299K	Buy	+3,170	New	+$296K	﹤0.01%	5083

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

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 $757B AUM 28.64% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Bank of America's IWB Position: Q1 2026 in Review

Bank of America increased its iShares Russell 1000 ETF (IWB) stake by 4.9% in Q1 2026, buying an estimated $89.7M and bringing the position to 5,155,585 shares worth $1.84B. The position accounts for 0.13% of the portfolio, ranked #163.

Bank of America first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Bank of America held 5,155,585 shares of iShares Russell 1000 ETF worth $1.84B as of Q1 2026.
Bank of America bought 240,695 iShares Russell 1000 ETF shares in Q1 2026, an estimated $89.7M.
iShares Russell 1000 ETF made up 0.13% of Bank of America's portfolio in Q1 2026, its #163 holding.
Bank of America first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.