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 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

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

Callan Family Office's IWB Position: Q1 2026 in Review

Callan Family Office increased its iShares Russell 1000 ETF (IWB) stake by 0.02% in Q1 2026, buying an estimated $373 and bringing the position to 4,155 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #444.

Callan Family Office first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.55M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Callan Family Office held 4,155 shares of iShares Russell 1000 ETF worth $1.48M as of Q1 2026.
Callan Family Office bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
iShares Russell 1000 ETF made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #444 holding.
Callan Family Office first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Callan Family Office's iShares Russell 1000 ETF position peaked at $1.55M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.