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 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

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

Calton & Associates's IWB Position: Q1 2026 in Review

Calton & Associates increased its iShares Russell 1000 ETF (IWB) stake by 0.12% in Q1 2026, buying an estimated $373 and bringing the position to 839 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #321.

Calton & Associates first reported a position in IWB in Q4 2017 and has held it in 8 quarters since. The position peaked at $320K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Calton & Associates held 839 shares of iShares Russell 1000 ETF worth $299K as of Q1 2026.
Calton & Associates bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
iShares Russell 1000 ETF made up 0.04% of Calton & Associates's portfolio in Q1 2026, its #321 holding.
Calton & Associates first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 8 quarters since.
Calton & Associates's iShares Russell 1000 ETF position peaked at $320K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.