Cape Cod Five Cents Savings Bank’s iShares Russell 1000 ETF IWB Stock Holding History

Cape Cod Five Cents Savings Bank’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	$363K	Buy	+886	New	+$351K	0.03%	167
2025 Q4	$400K	Hold	1,271	–	–	0.04%	143
2025 Q3	$400K	Hold	1,271	–	–	0.04%	143
2025 Q2	$400K	Hold	1,271	–	–	0.04%	143
2025 Q1	$400K	Hold	1,271	–	–	0.04%	143
2024 Q4	$400K	Hold	1,271	–	–	0.04%	143
2024 Q3	$400K	Sell	1,271 -10	-0.8%	-$3.03K	0.04%	143
2024 Q2	$381K	Buy	+1,281	New	+$368K	0.04%	145
2023 Q4	–	Sell	-1,136	Closed	-$267K	–	214
2023 Q3	$267K	Buy	+1,136	New	+$278K	0.01%	215

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 22.96% 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

Cape Cod Five Cents Savings Bank's IWB Position: Q2 2026 in Review

Cape Cod Five Cents Savings Bank opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 886 shares worth $363K. The stake represents 0.03% of the portfolio and ranks #167 among its holdings. This is a return to the name: Cape Cod Five Cents Savings Bank previously reported a position in IWB as recently as Q4 2025.

Cape Cod Five Cents Savings Bank first reported a position in IWB in Q3 2023 and has held it in 9 quarters since. The position peaked at $400K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cape Cod Five Cents Savings Bank held 886 shares of iShares Russell 1000 ETF worth $363K as of Q2 2026.
iShares Russell 1000 ETF was a new Cape Cod Five Cents Savings Bank position in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Cape Cod Five Cents Savings Bank's portfolio in Q2 2026, its #167 holding.
Cape Cod Five Cents Savings Bank first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 9 quarters since.
Cape Cod Five Cents Savings Bank's iShares Russell 1000 ETF position peaked at $400K in Q4 2025.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q2 2026, filed 14 Aug 2026.