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
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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's IWB Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its iShares Russell 1000 ETF (IWB) position steady in Q4 2025 at 1,271 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #143.

Cape Cod Five Cents Savings Bank first reported a position in IWB in Q3 2023 and has held it in 8 quarters since. 1,494 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Cape Cod Five Cents Savings Bank held 1,271 shares of iShares Russell 1000 ETF worth $400K as of Q4 2025.
Cape Cod Five Cents Savings Bank left its iShares Russell 1000 ETF share count unchanged in Q4 2025.
iShares Russell 1000 ETF made up 0.04% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #143 holding.
Cape Cod Five Cents Savings Bank first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 8 quarters since.
1,494 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.