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City State Bank’s iShares Russell 1000 ETF IWB Stock Holding History

City State Bank’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 		$215K Hold
525
– – 0.05% 202
2026
Q1 		$187K Hold
525
– – 0.05% 206
2025
Q4 		$196K Hold
525
– – 0.05% 202
2025
Q3 		$192K Hold
525
– – 0.06% 199
2025
Q2 		$178K Hold
525
– – 0.06% 198
2025
Q1 		$161K Hold
525
– – 0.05% 204
2024
Q4 		$169K Hold
525
– – 0.06% 191
2024
Q3 		$165K Hold
525
– – 0.06% 203
2024
Q2 		$156K Hold
525
– – 0.06% 204
2024
Q1 		$151K Hold
525
– – 0.07% 207
2023
Q4 		$138K Hold
525
– – 0.07% 200
2023
Q3 		$123K Hold
525
– – 0.07% 203
2023
Q2 		$128K Sell
525
-80
-13% -$18.4K 0.07% 204
2023
Q1 		$136K Sell
605
-50
-8% -$11K 0.08% 195
2022
Q4 		$138K Hold
655
– – 0.08% 186
2022
Q3 		$129K Hold
655
– – 0.09% 179
2022
Q2 		$136K Hold
655
– – 0.09% 180
2022
Q1 		$164K Hold
655
– – 0.1% 174
2021
Q4 		$173K Buy
+655
New +$169K 0.11% 173

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

City State Bank's IWB Position: Q2 2026 in Review

City State Bank held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 525 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #202.

City State Bank first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • City State Bank held 525 shares of iShares Russell 1000 ETF worth $215K as of Q2 2026.
  • City State Bank left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.05% of City State Bank's portfolio in Q2 2026, its #202 holding.
  • City State Bank first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.