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 Q2	$3.26M	Buy	7,959 +1	+0%	+$396	0.16%	78
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

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

Certuity's IWB Position: Q2 2026 in Review

Certuity increased its iShares Russell 1000 ETF (IWB) stake by 0.01% in Q2 2026, buying an estimated $396 and bringing the position to 7,959 shares worth $3.26M. The position accounts for 0.16% of the portfolio, ranked #78.

Certuity first reported a position in IWB in Q4 2020 and has held it in 12 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Certuity held 7,959 shares of iShares Russell 1000 ETF worth $3.26M as of Q2 2026.
Certuity bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.16% of Certuity's portfolio in Q2 2026, its #78 holding.
Certuity first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 12 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.