Colonial Trust Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Colonial Trust Advisors’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	$1.21M	Hold	3,400	–	–	0.09%	114
2025 Q4	$1.27M	Hold	3,400	–	–	0.1%	111
2025 Q3	$1.24M	Hold	3,400	–	–	0.1%	113
2025 Q2	$1.15M	Hold	3,400	–	–	0.1%	116
2025 Q1	$1.04M	Hold	3,400	–	–	0.09%	117
2024 Q4	$1.1M	Hold	3,400	–	–	0.1%	115
2024 Q3	$1.07M	Hold	3,400	–	–	0.09%	116
2024 Q2	$1.01M	Hold	3,400	–	–	0.1%	110
2024 Q1	$979K	Hold	3,400	–	–	0.1%	112
2023 Q4	$892K	Hold	3,400	–	–	0.09%	112
2023 Q3	$799K	Hold	3,400	–	–	0.09%	118
2023 Q2	$829K	Hold	3,400	–	–	0.09%	119
2023 Q1	$766K	Hold	3,400	–	–	0.09%	121
2022 Q4	$716K	Hold	3,400	–	–	0.09%	124
2022 Q3	$671K	Hold	3,400	–	–	0.09%	125
2022 Q2	$706K	Hold	3,400	–	–	0.1%	109
2022 Q1	$850K	Buy	+3,400	New	+$839K	0.1%	111

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

Colonial Trust Advisors's IWB Position: Q1 2026 in Review

Colonial Trust Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 3,400 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #114.

Colonial Trust Advisors first reported a position in IWB in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Colonial Trust Advisors held 3,400 shares of iShares Russell 1000 ETF worth $1.21M as of Q1 2026.
Colonial Trust Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.09% of Colonial Trust Advisors's portfolio in Q1 2026, its #114 holding.
Colonial Trust Advisors first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 17 quarters since.
Colonial Trust Advisors's iShares Russell 1000 ETF position peaked at $1.27M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.