Certuity’s iShares Russell 1000 ETF IWB Stock Holding History

Certuity’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	$2.84M	Buy	7,958 +1	+0%	+$373	0.19%	80
2025 Q4	$2.97M	Hold	7,957	–	–	0.19%	78
2025 Q3	$2.91M	Buy	7,957 +1	+0%	+$352	0.2%	77
2025 Q2	$2.7M	Sell	7,956 -24	-0.3%	-$7.53K	0.25%	67
2025 Q1	$2.45M	Sell	7,980 -384	-5%	-$124K	0.26%	66
2024 Q4	$2.69M	Buy	8,364 +1	+0%	+$324	0.29%	60
2024 Q3	$2.63M	Buy	8,363 +6,066	+264%	+$1.84M	0.28%	66
2024 Q2	$684K	Hold	2,297	–	–	0.05%	157
2024 Q1	$662K	Buy	2,297 +1,496	+187%	+$410K	0.06%	145
2023 Q4	$210K	Buy	+801	New	+$196K	0.02%	310
2021 Q1	–	Sell	-4,256	Closed	-$902K	–	323
2020 Q4	$902K	Buy	+4,256	New	+$849K	0.29%	56

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

Certuity's IWB Position: Q1 2026 in Review

Certuity increased its iShares Russell 1000 ETF (IWB) stake by 0.01% in Q1 2026, buying an estimated $373 and bringing the position to 7,958 shares worth $2.84M. The position accounts for 0.19% of the portfolio, ranked #80.

Certuity first reported a position in IWB in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.97M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Certuity held 7,958 shares of iShares Russell 1000 ETF worth $2.84M as of Q1 2026.
Certuity bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
iShares Russell 1000 ETF made up 0.19% of Certuity's portfolio in Q1 2026, its #80 holding.
Certuity first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 11 quarters since.
Certuity's iShares Russell 1000 ETF position peaked at $2.97M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.