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
Q2 		$3.48M Sell
8,497
-235
-3% -$93.1K 0.01% 537
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chevy Chase Trust's IWB Position: Q2 2026 in Review

Chevy Chase Trust reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q2 2026, selling an estimated $93.1K and leaving 8,497 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #537.

Chevy Chase Trust first reported a position in IWB in Q2 2016 and has held it in 23 quarters since. The position peaked at $7.27M in Q2 2017. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Chevy Chase Trust held 8,497 shares of iShares Russell 1000 ETF worth $3.48M as of Q2 2026.
  • Chevy Chase Trust sold 235 iShares Russell 1000 ETF shares in Q2 2026, an estimated $93.1K.
  • iShares Russell 1000 ETF made up 0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #537 holding.
  • Chevy Chase Trust first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 23 quarters since.
  • Chevy Chase Trust's iShares Russell 1000 ETF position peaked at $7.27M in Q2 2017.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.