BankPlus Trust Department’s iShares Russell 1000 ETF IWB Stock Holding History

BankPlus Trust Department’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	$769K	Sell	1,877 -105	-5%	-$41.6K	0.18%	102
2026 Q1	$707K	Sell	1,982 -84	-4%	-$31.3K	0.19%	107
2025 Q4	$772K	Buy	2,066 +1,606	+349%	+$595K	0.2%	100
2025 Q3	$168K	Sell	460 -76	-14%	-$26.8K	0.05%	184
2025 Q2	$182K	Buy	536 +8	+2%	+$2.51K	0.05%	158
2025 Q1	$162K	Sell	528 -68	-11%	-$22K	0.05%	153
2024 Q4	$192K	Buy	+596	New	+$193K	0.06%	144

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BankPlus Trust Department's IWB Position: Q2 2026 in Review

BankPlus Trust Department reduced its iShares Russell 1000 ETF (IWB) stake by 5.3% in Q2 2026, selling an estimated $41.6K and leaving 1,877 shares worth $769K. The position accounts for 0.18% of the portfolio, ranked #102.

BankPlus Trust Department first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $772K in Q4 2025. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

BankPlus Trust Department held 1,877 shares of iShares Russell 1000 ETF worth $769K as of Q2 2026.
BankPlus Trust Department sold 105 iShares Russell 1000 ETF shares in Q2 2026, an estimated $41.6K.
iShares Russell 1000 ETF made up 0.18% of BankPlus Trust Department's portfolio in Q2 2026, its #102 holding.
BankPlus Trust Department first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's iShares Russell 1000 ETF position peaked at $772K in Q4 2025.
1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.