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

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 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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. 1,556 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.
1,556 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.