Bawa N Mallick Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Bawa N Mallick Trust’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	$2.44M	Hold	5,960	–	–	0.79%	27
2026 Q1	$2.13M	Hold	5,960	–	–	0.87%	23
2025 Q4	$2.23M	Hold	5,960	–	–	0.83%	24
2025 Q3	$2.18M	Hold	5,960	–	–	0.82%	25
2025 Q2	$2.02M	Hold	5,960	–	–	0.84%	25
2025 Q1	$1.83M	Hold	5,960	–	–	0.87%	24
2024 Q4	$1.92M	Buy	+5,960	New	+$1.93M	0.84%	25

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 29.2% 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

Bawa N Mallick Trust's IWB Position: Q2 2026 in Review

Bawa N Mallick Trust held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 5,960 shares worth $2.44M. The position accounts for 0.79% of the portfolio, ranked #27.

Bawa N Mallick Trust first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Bawa N Mallick Trust held 5,960 shares of iShares Russell 1000 ETF worth $2.44M as of Q2 2026.
Bawa N Mallick Trust left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.79% of Bawa N Mallick Trust's portfolio in Q2 2026, its #27 holding.
Bawa N Mallick Trust first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.