Bollard Group’s iShares Russell 1000 ETF IWB Stock Holding History

Bollard Group’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	$1.19M	Buy	3,344 +8	+0.2%	+$2.98K	0.04%	107
2025 Q4	$1.25M	Buy	3,336 +10	+0.3%	+$3.7K	0.03%	102
2025 Q3	$1.22M	Buy	3,326 +8	+0.2%	+$2.82K	0.03%	105
2025 Q2	$1.13M	Buy	3,318 +9	+0.3%	+$2.83K	0.03%	117
2025 Q1	$1.01M	Buy	3,309 +9	+0.3%	+$2.91K	0.03%	109
2024 Q4	$1.06M	Buy	3,300 +10	+0.3%	+$3.24K	0.03%	103
2024 Q3	$1.03M	Buy	3,290 +11	+0.3%	+$3.33K	0.03%	117
2024 Q2	$976K	Buy	3,279 +8	+0.2%	+$2.3K	0.03%	110
2024 Q1	$942K	Buy	3,271 +10	+0.3%	+$2.74K	0.03%	113
2023 Q4	$855K	Buy	3,261 +26	+0.8%	+$6.37K	0.03%	113
2023 Q3	$760K	Hold	3,235	–	–	0.03%	113
2023 Q2	$789K	Buy	3,235 +9	+0.3%	+$2.07K	0.03%	117
2023 Q1	$727K	Buy	3,226 +12	+0.4%	+$2.64K	0.03%	118
2022 Q4	$677K	Buy	3,214 +14	+0.4%	+$2.96K	0.03%	117
2022 Q3	$631K	Buy	3,200 +15	+0.5%	+$3.29K	0.03%	119
2022 Q2	$662K	Buy	3,185 +10	+0.3%	+$2.26K	0.03%	130
2022 Q1	$794K	Buy	3,175 +10	+0.3%	+$2.47K	0.03%	151
2021 Q4	$837K	Buy	3,165 +9	+0.3%	+$2.32K	0.03%	147
2021 Q3	$763K	Buy	3,156 +11	+0.3%	+$2.73K	0.03%	150
2021 Q2	$761K	Buy	3,145 +7	+0.2%	+$1.65K	0.02%	149
2021 Q1	$702K	Buy	3,138 +10	+0.3%	+$2.19K	0.02%	143
2020 Q4	$663K	Hold	3,128	–	–	0.02%	138
2020 Q3	$585K	Hold	3,128	–	–	0.02%	141
2020 Q2	$537K	Buy	+3,128	New	+$506K	0.02%	132

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

Bollard Group's IWB Position: Q1 2026 in Review

Bollard Group increased its iShares Russell 1000 ETF (IWB) stake by 0.24% in Q1 2026, buying an estimated $2.98K and bringing the position to 3,344 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #107.

Bollard Group first reported a position in IWB in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.25M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Bollard Group held 3,344 shares of iShares Russell 1000 ETF worth $1.19M as of Q1 2026.
Bollard Group bought 8 iShares Russell 1000 ETF shares in Q1 2026, an estimated $2.98K.
iShares Russell 1000 ETF made up 0.04% of Bollard Group's portfolio in Q1 2026, its #107 holding.
Bollard Group first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 24 quarters since.
Bollard Group's iShares Russell 1000 ETF position peaked at $1.25M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.