Chilton Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Chilton Capital Management’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	$51.7K	Hold	145	–	–	﹤0.01%	327
2025 Q4	$54.1K	Hold	145	–	–	﹤0.01%	330
2025 Q3	$53K	Hold	145	–	–	﹤0.01%	345
2025 Q2	$49.2K	Hold	145	–	–	﹤0.01%	337
2025 Q1	$44.5K	Hold	145	–	–	﹤0.01%	330
2024 Q4	$46.7K	Hold	145	–	–	﹤0.01%	339
2024 Q3	$45.6K	Hold	145	–	–	﹤0.01%	362
2024 Q2	$43.1K	Hold	145	–	–	﹤0.01%	373
2024 Q1	$41.8K	Hold	145	–	–	﹤0.01%	366
2023 Q4	$38K	Hold	145	–	–	﹤0.01%	377
2023 Q3	$34.1K	Sell	145 -40	-22%	-$9.79K	﹤0.01%	353
2023 Q2	$45.1K	Hold	185	–	–	﹤0.01%	339
2023 Q1	$41.7K	Buy	+185	New	+$40.7K	﹤0.01%	350
2022 Q3	–	Sell	-185	Closed	-$38K	–	412
2022 Q2	$38K	Buy	+185	New	+$41.8K	﹤0.01%	345
2022 Q1	–	Sell	-185	Closed	-$49K	–	409
2021 Q4	$49K	Buy	+185	New	+$47.6K	﹤0.01%	337
2013 Q4	–	Sell	-65	Closed	-$6.12K	–	391
2013 Q3	$6.12K	Sell	65 -700	-92%	-$65.4K	﹤0.01%	345
2013 Q2	$69K	Buy	+765	New	+$68.5K	0.01%	242

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

Chilton Capital Management's IWB Position: Q1 2026 in Review

Chilton Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 145 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Chilton Capital Management first reported a position in IWB in Q2 2013 and has held it in 17 quarters since. The position peaked at $69K in Q2 2013. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Chilton Capital Management held 145 shares of iShares Russell 1000 ETF worth $51.7K as of Q1 2026.
Chilton Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2026, its #327 holding.
Chilton Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 17 quarters since.
Chilton Capital Management's iShares Russell 1000 ETF position peaked at $69K in Q2 2013.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.