Calton & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Calton & Associates’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	$323K	Sell	789 -50	-6%	-$19.8K	0.05%	296
2026 Q1	$299K	Buy	839 +1	+0.1%	+$373	0.04%	321
2025 Q4	$313K	Sell	838 -38	-4%	-$14.1K	0.05%	316
2025 Q3	$320K	Buy	876 +1	+0.1%	+$352	0.05%	311
2025 Q2	$297K	Hold	875	–	–	0.05%	288
2025 Q1	$268K	Buy	875 +1	+0.1%	+$323	0.06%	257
2024 Q4	$282K	Buy	874 +51	+6%	+$16.5K	0.12%	153
2024 Q3	$259K	Buy	+823	New	+$249K	0.1%	189
2018 Q1	–	Sell	-153	Closed	-$24K	–	817
2017 Q4	$24K	Buy	+153	New	+$22.2K	0.01%	854

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

Calton & Associates's IWB Position: Q2 2026 in Review

Calton & Associates reduced its iShares Russell 1000 ETF (IWB) stake by 6% in Q2 2026, selling an estimated $19.8K and leaving 789 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #296.

Calton & Associates first reported a position in IWB in Q4 2017 and has held it in 9 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Calton & Associates held 789 shares of iShares Russell 1000 ETF worth $323K as of Q2 2026.
Calton & Associates sold 50 iShares Russell 1000 ETF shares in Q2 2026, an estimated $19.8K.
iShares Russell 1000 ETF made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #296 holding.
Calton & Associates first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 9 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.