Bank of New York Mellon’s iShares Russell 1000 ETF IWB Stock Holding History

Bank of New York Mellon’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	$66.7M	Sell	162,958 -1,916	-1%	-$759K	0.01%	888
2026 Q1	$58.8M	Sell	164,874 -2,658	-2%	-$990K	0.01%	900
2025 Q4	$62.6M	Sell	167,532 -1,492	-0.9%	-$553K	0.01%	874
2025 Q3	$61.8M	Sell	169,024 -453	-0.3%	-$160K	0.01%	879
2025 Q2	$57.5M	Sell	169,477 -6,426	-4%	-$2.02M	0.01%	905
2025 Q1	$54M	Buy	175,903 +2,886	+2%	+$933K	0.01%	923
2024 Q4	$55.7M	Sell	173,017 -217	-0.1%	-$70.3K	0.01%	946
2024 Q3	$54.5M	Sell	173,234 -2,150	-1%	-$651K	0.01%	975
2024 Q2	$52.2M	Sell	175,384 -9,858	-5%	-$2.83M	0.01%	1003
2024 Q1	$53.4M	Sell	185,242 -9,417	-5%	-$2.58M	0.01%	998
2023 Q4	$51.1M	Sell	194,659 -32,447	-14%	-$7.94M	0.01%	1022
2023 Q3	$53.3M	Sell	227,106 -914	-0.4%	-$224K	0.01%	937
2023 Q2	$55.6M	Sell	228,020 -8,214	-3%	-$1.89M	0.01%	952
2023 Q1	$53.2M	Buy	236,234 +2,711	+1%	+$597K	0.01%	975
2022 Q4	$49.2M	Sell	233,523 -4,321	-2%	-$915K	0.01%	989
2022 Q3	$46.9M	Buy	237,844 +13,756	+6%	+$3.02M	0.01%	1002
2022 Q2	$46.6M	Buy	224,088 +7,157	+3%	+$1.62M	0.01%	1041
2022 Q1	$54.2M	Buy	216,931 +7,802	+4%	+$1.93M	0.01%	1039
2021 Q4	$55.3M	Sell	209,129 -3,969	-2%	-$1.02M	0.01%	1081
2021 Q3	$51.5M	Sell	213,098 -1,066	-0.5%	-$265K	0.01%	1102
2021 Q2	$51.8M	Sell	214,164 -69,169	-24%	-$16.3M	0.01%	1116
2021 Q1	$63.4M	Sell	283,333 -17,732	-6%	-$3.88M	0.01%	950
2020 Q4	$63.8M	Sell	301,065 -2,909	-1%	-$581K	0.01%	907
2020 Q3	$56.9M	Sell	303,974 -7,624	-2%	-$1.41M	0.01%	844
2020 Q2	$53.5M	Sell	311,598 -92,868	-23%	-$15M	0.01%	844
2020 Q1	$57.2M	Buy	404,466 +43,491	+12%	+$7.35M	0.02%	699
2019 Q4	$64.4M	Sell	360,975 -10,761	-3%	-$1.84M	0.02%	834
2019 Q3	$61.2M	Sell	371,736 -23,559	-6%	-$3.87M	0.02%	834
2019 Q2	$64.4M	Sell	395,295 -12,578	-3%	-$2.01M	0.02%	818
2019 Q1	$64.2M	Buy	407,873 +5,045	+1%	+$763K	0.02%	807
2018 Q4	$55.9M	Buy	402,828 +37,169	+10%	+$5.56M	0.02%	806
2018 Q3	$59.1M	Sell	365,659 -1,130	-0.3%	-$179K	0.02%	906
2018 Q2	$55.7M	Buy	366,789 +471	+0.1%	+$71K	0.02%	930
2018 Q1	$53.8M	Sell	366,318 -24,689	-6%	-$3.75M	0.01%	954
2017 Q4	$58.1M	Buy	391,007 +16,621	+4%	+$2.41M	0.02%	924
2017 Q3	$52.4M	Buy	374,386 +4,370	+1%	+$600K	0.01%	960
2017 Q2	$50.1M	Buy	370,016 +2,233	+0.6%	+$298K	0.01%	967
2017 Q1	$48.3M	Buy	367,783 +27,360	+8%	+$3.54M	0.01%	983
2016 Q4	$42.4M	Sell	340,423 -30,662	-8%	-$3.73M	0.01%	1035
2016 Q3	$44.7M	Buy	371,085 +34,986	+10%	+$4.2M	0.01%	953
2016 Q2	$39.3M	Buy	336,099 +1,509	+0.5%	+$174K	0.01%	1002
2016 Q1	$38.2M	Sell	334,590 -39,999	-11%	-$4.32M	0.01%	1011
2015 Q4	$42.4M	Sell	374,589 -12,696	-3%	-$1.45M	0.01%	927
2015 Q3	$41.5M	Sell	387,285 -43,020	-10%	-$4.89M	0.01%	956
2015 Q2	$49.9M	Buy	430,305 +25,824	+6%	+$3.05M	0.01%	898
2015 Q1	$46.9M	Buy	404,481 +8,990	+2%	+$1.04M	0.01%	937
2014 Q4	$45.3M	Sell	395,491 -13,073	-3%	-$1.47M	0.01%	944
2014 Q3	$44.9M	Sell	408,564 -22,654	-5%	-$2.5M	0.01%	935
2014 Q2	$47.5M	Buy	431,218 +1,404	+0.3%	+$149K	0.01%	931
2014 Q1	$45M	Sell	429,814 -121,215	-22%	-$12.5M	0.01%	953
2013 Q4	$56.9M	Buy	551,029 +15,091	+3%	+$1.49M	0.02%	821
2013 Q3	$50.5M	Sell	535,938 -241,063	-31%	-$22.5M	0.02%	854
2013 Q2	$69.9M	Buy	+777,001	New	+$69.6M	0.02%	668

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Bank of New York Mellon's IWB Position: Q2 2026 in Review

Bank of New York Mellon reduced its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q2 2026, selling an estimated $759K and leaving 162,958 shares worth $66.7M. The position accounts for 0.01% of the portfolio, ranked #888.

Bank of New York Mellon first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. The position peaked at $69.9M in Q2 2013. 1,237 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Bank of New York Mellon held 162,958 shares of iShares Russell 1000 ETF worth $66.7M as of Q2 2026.
Bank of New York Mellon sold 1,916 iShares Russell 1000 ETF shares in Q2 2026, an estimated $759K.
iShares Russell 1000 ETF made up 0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #888 holding.
Bank of New York Mellon first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
Bank of New York Mellon's iShares Russell 1000 ETF position peaked at $69.9M in Q2 2013.
1,237 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.