Citizens National Bank Trust Department’s iShares Russell 1000 ETF IWB Stock Holding History

Citizens National Bank Trust Department’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	$778K	Hold	1,900	–	–	0.11%	130
2026 Q1	$677K	Hold	1,900	–	–	0.11%	135
2025 Q4	$710K	Hold	1,900	–	–	0.12%	127
2025 Q3	$694K	Sell	1,900 -25	-1%	-$8.81K	0.12%	124
2025 Q2	$654K	Sell	1,925 -75	-4%	-$23.5K	0.13%	121
2025 Q1	$613K	Hold	2,000	–	–	0.13%	119
2024 Q4	$644K	Hold	2,000	–	–	0.14%	112
2024 Q3	$629K	Hold	2,000	–	–	0.13%	114
2024 Q2	$595K	Hold	2,000	–	–	0.13%	110
2024 Q1	$576K	Hold	2,000	–	–	0.13%	113
2023 Q4	$525K	Hold	2,000	–	–	0.13%	113
2023 Q3	$470K	Hold	2,000	–	–	0.13%	119
2023 Q2	$487K	Hold	2,000	–	–	0.13%	121
2023 Q1	$450K	Hold	2,000	–	–	0.13%	118
2022 Q4	$421K	Sell	2,000 -100	-5%	-$21.2K	0.12%	121
2022 Q3	$414K	Hold	2,100	–	–	0.13%	114
2022 Q2	$436K	Hold	2,100	–	–	0.13%	115
2022 Q1	$479K	Buy	+2,100	New	+$518K	0.19%	97

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citizens National Bank Trust Department's IWB Position: Q2 2026 in Review

Citizens National Bank Trust Department held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,900 shares worth $778K. The position accounts for 0.11% of the portfolio, ranked #130.

Citizens National Bank Trust Department first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Citizens National Bank Trust Department held 1,900 shares of iShares Russell 1000 ETF worth $778K as of Q2 2026.
Citizens National Bank Trust Department left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.11% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #130 holding.
Citizens National Bank Trust Department first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.