Chevy Chase Trust
IWB icon

Chevy Chase Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Chevy Chase Trust’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 		$3.11M Sell
8,732
-96
-1% -$35.8K 0.01% 541
2025
Q4 		$3.3M Sell
8,828
-284
-3% -$105K 0.01% 547
2025
Q3 		$3.33M Hold
9,112
– – 0.01% 543
2025
Q2 		$3.09M Buy
9,112
+4
+0% +$1.26K 0.01% 547
2025
Q1 		$2.79M Sell
9,108
-300
-3% -$97K 0.01% 552
2024
Q4 		$3.03M Buy
9,408
+8,662
+1,161% +$2.81M 0.01% 552
2024
Q3 		$235K Sell
746
-654
-47% -$198K ﹤0.01% 609
2024
Q2 		$417K Buy
+1,400
New +$402K ﹤0.01% 584
2022
Q1 		– Sell
-2,000
Closed -$529K – 659
2021
Q4 		$529K Sell
2,000
-559
-22% -$144K ﹤0.01% 615
2021
Q3 		$619K Hold
2,559
– – ﹤0.01% 590
2021
Q2 		$619K Buy
2,559
+1,100
+75% +$259K ﹤0.01% 596
2021
Q1 		$327K Buy
+1,459
New +$319K ﹤0.01% 630
2020
Q1 		– Sell
-463
Closed -$83K – 816
2019
Q4 		$83K Buy
+463
New +$79K ﹤0.01% 743
2019
Q1 		– Sell
-905
Closed -$126K – 686
2018
Q4 		$126K Buy
+905
New +$135K ﹤0.01% 667
2018
Q2 		– Sell
-1,619
Closed -$238K – 689
2018
Q1 		$238K Sell
1,619
-457
-22% -$69.4K ﹤0.01% 626
2017
Q4 		$309K Buy
2,076
+500
+32% +$72.4K ﹤0.01% 626
2017
Q3 		$220K Sell
1,576
-52,185
-97% -$7.16M ﹤0.01% 640
2017
Q2 		$7.27M Buy
53,761
+50,028
+1,340% +$6.68M 0.03% 466
2017
Q1 		$490K Sell
3,733
-1,669
-31% -$216K ﹤0.01% 581
2016
Q4 		$672K Sell
5,402
-275
-5% -$33.4K ﹤0.01% 574
2016
Q3 		$684K Hold
5,677
– – ﹤0.01% 561
2016
Q2 		$664K Buy
+5,677
New +$655K ﹤0.01% 561

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Chevy Chase Trust's IWB Position: Q1 2026 in Review

Chevy Chase Trust reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q1 2026, selling an estimated $35.8K and leaving 8,732 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #541.

Chevy Chase Trust first reported a position in IWB in Q2 2016 and has held it in 22 quarters since. The position peaked at $7.27M in Q2 2017. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Chevy Chase Trust held 8,732 shares of iShares Russell 1000 ETF worth $3.11M as of Q1 2026.
  • Chevy Chase Trust sold 96 iShares Russell 1000 ETF shares in Q1 2026, an estimated $35.8K.
  • iShares Russell 1000 ETF made up 0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #541 holding.
  • Chevy Chase Trust first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 22 quarters since.
  • Chevy Chase Trust's iShares Russell 1000 ETF position peaked at $7.27M in Q2 2017.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.