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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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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. 460 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.
  • 460 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.