Cary Street Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Cary Street Partners’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	$577K	Hold	1,408	–	–	0.01%	622
2026 Q1	$502K	Sell	1,408 -356	-20%	-$133K	0.01%	598
2025 Q4	$659K	Buy	1,764 +460	+35%	+$170K	0.02%	531
2025 Q3	$477K	Sell	1,304 -914	-41%	-$322K	0.01%	576
2025 Q2	$753K	Buy	2,218 +309	+16%	+$97K	0.02%	462
2025 Q1	$586K	Sell	1,909 -487	-20%	-$157K	0.02%	498
2024 Q4	$772K	Buy	+2,396	New	+$776K	0.03%	431

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

Cary Street Partners's IWB Position: Q2 2026 in Review

Cary Street Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,408 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #622.

Cary Street Partners first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $772K in Q4 2024. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cary Street Partners held 1,408 shares of iShares Russell 1000 ETF worth $577K as of Q2 2026.
Cary Street Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #622 holding.
Cary Street Partners first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares Russell 1000 ETF position peaked at $772K in Q4 2024.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.