Chilton Investment Company’s iShares Russell 1000 ETF IWB Stock Holding History

Chilton Investment Company’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	$8.75M	Hold	24,550	–	–	0.21%	51
2025 Q4	$9.17M	Hold	24,550	–	–	0.19%	54
2025 Q3	$8.97M	Hold	24,550	–	–	0.18%	53
2025 Q2	$8.34M	Hold	24,550	–	–	0.19%	48
2025 Q1	$7.53M	Hold	24,550	–	–	0.18%	46
2024 Q4	$7.91M	Hold	24,550	–	–	0.2%	51
2024 Q3	$7.72M	Hold	24,550	–	–	0.2%	50
2024 Q2	$7.3M	Hold	24,550	–	–	0.21%	46
2024 Q1	$7.07M	Hold	24,550	–	–	0.19%	53
2023 Q4	$6.44M	Buy	24,550 +3,300	+16%	+$808K	0.19%	51
2023 Q3	$4.99M	Hold	21,250	–	–	0.16%	49
2023 Q2	$5.18M	Hold	21,250	–	–	0.15%	52
2023 Q1	$4.79M	Hold	21,250	–	–	0.15%	55
2022 Q4	$4.47M	Hold	21,250	–	–	0.14%	51
2022 Q3	$4.19M	Hold	21,250	–	–	0.13%	49
2022 Q2	$4.42M	Hold	21,250	–	–	0.12%	55
2022 Q1	$5.31M	Hold	21,250	–	–	0.13%	47
2021 Q4	$5.62M	Hold	21,250	–	–	0.12%	52
2021 Q3	$5.14M	Hold	21,250	–	–	0.13%	59
2021 Q2	$5.14M	Hold	21,250	–	–	0.13%	54
2021 Q1	$4.76M	Hold	21,250	–	–	0.13%	61
2020 Q4	$4.5M	Hold	21,250	–	–	0.13%	51
2020 Q3	$3.98M	Hold	21,250	–	–	0.12%	58
2020 Q2	$3.65M	Hold	21,250	–	–	0.12%	57
2020 Q1	$3.01M	Hold	21,250	–	–	0.11%	56
2019 Q4	$3.79M	Hold	21,250	–	–	0.12%	59
2019 Q3	$3.5M	Hold	21,250	–	–	0.12%	59
2019 Q2	$3.46M	Hold	21,250	–	–	0.11%	57
2019 Q1	$3.34M	Hold	21,250	–	–	0.12%	59
2018 Q4	$2.95M	Buy	+21,250	New	+$3.18M	0.11%	64

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 Investment Company's IWB Position: Q1 2026 in Review

Chilton Investment Company held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 24,550 shares worth $8.75M. The position accounts for 0.21% of the portfolio, ranked #51.

Chilton Investment Company first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.17M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Chilton Investment Company held 24,550 shares of iShares Russell 1000 ETF worth $8.75M as of Q1 2026.
Chilton Investment Company left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.21% of Chilton Investment Company's portfolio in Q1 2026, its #51 holding.
Chilton Investment Company first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
Chilton Investment Company's iShares Russell 1000 ETF position peaked at $9.17M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.