Callan Family Office’s iShares Russell 1000 ETF IWB Stock Holding History

Callan Family Office’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	$1.69M	Sell	4,130 -25	-0.6%	-$9.91K	0.03%	441
2026 Q1	$1.48M	Buy	4,155 +1	+0%	+$373	0.03%	444
2025 Q4	$1.55M	Hold	4,154	–	–	0.03%	422
2025 Q3	$1.52M	Buy	4,154 +39	+0.9%	+$13.7K	0.05%	308
2025 Q2	$1.4M	Sell	4,115 -100	-2%	-$31.4K	0.04%	334
2025 Q1	$1.29M	Buy	4,215 +2	+0%	+$647	0.1%	180
2024 Q4	$1.36M	Hold	4,213	–	–	0.09%	196
2024 Q3	$1.32M	Hold	4,213	–	–	0.22%	52
2024 Q2	$1.25M	Buy	4,213 +1,444	+52%	+$415K	0.24%	48
2024 Q1	$798K	Hold	2,769	–	–	0.19%	48
2023 Q4	$726K	Hold	2,769	–	–	0.18%	48
2023 Q3	$650K	Hold	2,769	–	–	0.17%	52
2023 Q2	$675K	Hold	2,769	–	–	0.18%	55
2023 Q1	$624K	Buy	2,769 +3	+0.1%	+$660	0.15%	85
2022 Q4	$582K	Buy	+2,766	New	+$586K	0.19%	54

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 22.9% 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

Callan Family Office's IWB Position: Q2 2026 in Review

Callan Family Office reduced its iShares Russell 1000 ETF (IWB) stake by 0.6% in Q2 2026, selling an estimated $9.91K and leaving 4,130 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #441.

Callan Family Office first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Callan Family Office held 4,130 shares of iShares Russell 1000 ETF worth $1.69M as of Q2 2026.
Callan Family Office sold 25 iShares Russell 1000 ETF shares in Q2 2026, an estimated $9.91K.
iShares Russell 1000 ETF made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #441 holding.
Callan Family Office first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.