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 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

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

BankPlus Trust Department's IWB Position: Q1 2026 in Review

BankPlus Trust Department reduced its iShares Russell 1000 ETF (IWB) stake by 4.1% in Q1 2026, selling an estimated $31.3K and leaving 1,982 shares worth $707K. The position accounts for 0.19% of the portfolio, ranked #107.

BankPlus Trust Department first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $772K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

BankPlus Trust Department held 1,982 shares of iShares Russell 1000 ETF worth $707K as of Q1 2026.
BankPlus Trust Department sold 84 iShares Russell 1000 ETF shares in Q1 2026, an estimated $31.3K.
iShares Russell 1000 ETF made up 0.19% of BankPlus Trust Department's portfolio in Q1 2026, its #107 holding.
BankPlus Trust Department first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's iShares Russell 1000 ETF position peaked at $772K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.