Churchill Management’s iShares Russell 1000 ETF IWB Stock Holding History

Churchill 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
2025 Q2	$271M	Buy	798,988 +6,164	+0.8%	+$1.93M	2.95%	11
2025 Q1	$243M	Buy	792,824 +1,891	+0.2%	+$611K	3.08%	11
2024 Q4	$255M	Buy	790,933 +43,432	+6%	+$14.1M	2.78%	13
2024 Q3	$235M	Buy	747,501 +1,677	+0.2%	+$508K	2.7%	12
2024 Q2	$222M	Sell	745,824 -5,532	-0.7%	-$1.59M	2.62%	12
2024 Q1	$216M	Sell	751,356 -12,667	-2%	-$3.47M	2.7%	13
2023 Q4	$200M	Sell	764,023 -25,037	-3%	-$6.13M	3.08%	13
2023 Q3	$185M	Sell	789,060 -17,700	-2%	-$4.33M	3.13%	11
2023 Q2	$197M	Sell	806,760 -6,762	-0.8%	-$1.56M	3.32%	11
2023 Q1	$183M	Buy	813,522 +5,537	+0.7%	+$1.22M	3.75%	8
2022 Q4	$170M	Sell	807,985 -969	-0.1%	-$205K	4.11%	9
2022 Q3	$160M	Sell	808,954 -15,218	-2%	-$3.34M	4.28%	8
2022 Q2	$171M	Buy	824,172 +6,456	+0.8%	+$1.46M	4.29%	8
2022 Q1	$204M	Buy	817,716 +6,502	+0.8%	+$1.61M	3.6%	10
2021 Q4	$215M	Sell	811,214 -59	-0%	-$15.2K	2.99%	12
2021 Q3	$196M	Sell	811,273 -2,659	-0.3%	-$661K	2.95%	13
2021 Q2	$197M	Buy	813,932 +8,693	+1%	+$2.05M	2.9%	12
2021 Q1	$180M	Sell	805,239 -19,465	-2%	-$4.26M	2.96%	11
2020 Q4	$175M	Sell	824,704 -45,438	-5%	-$9.07M	2.98%	12
2020 Q3	$163M	Sell	870,142 -39,293	-4%	-$7.26M	4%	10
2020 Q2	$156M	Buy	+909,435	New	+$147M	4.85%	7

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management's IWB Position: Q2 2025 in Review

Churchill Management increased its iShares Russell 1000 ETF (IWB) stake by 0.78% in Q2 2025, buying an estimated $1.93M and bringing the position to 798,988 shares worth $271M. The position accounts for 2.95% of the portfolio, ranked #11.

Churchill Management first reported a position in IWB in Q2 2020 and has held it in 21 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Churchill Management held 798,988 shares of iShares Russell 1000 ETF worth $271M as of Q2 2025.
Churchill Management bought 6,164 iShares Russell 1000 ETF shares in Q2 2025, an estimated $1.93M.
iShares Russell 1000 ETF made up 2.95% of Churchill Management's portfolio in Q2 2025, its #11 holding.
Churchill Management first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 21 quarters since.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.