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

Colonial Trust’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 		$87.8K Sell
246
-23
-9% -$8.57K 0.01% 440
2025
Q4 		$100K Buy
269
+13
+5% +$4.82K 0.01% 427
2025
Q3 		$93.7K Hold
256
– – 0.01% 455
2025
Q2 		$87.1K Buy
256
+92
+56% +$28.9K 0.01% 457
2025
Q1 		$50.2K Buy
164
+111
+209% +$35.9K 0.01% 536
2024
Q4 		$17.2K Sell
53
-2
-4% -$648 ﹤0.01% 839
2024
Q3 		$17.4K Sell
55
-3
-5% -$909 ﹤0.01% 744
2024
Q2 		$17.4K Hold
58
– – ﹤0.01% 697
2024
Q1 		$16.8K Sell
58
-21
-27% -$5.75K ﹤0.01% 685
2023
Q4 		$20.8K Sell
79
-162
-67% -$39.7K ﹤0.01% 622
2023
Q3 		$56.6K Buy
241
+202
+518% +$49.4K 0.01% 456
2023
Q2 		$9.51K Hold
39
– – ﹤0.01% 705
2023
Q1 		$8.78K Sell
39
-9
-19% -$1.98K ﹤0.01% 692
2022
Q4 		$10.1K Hold
48
– – ﹤0.01% 673
2022
Q3 		$9K Buy
+48
New +$10.5K ﹤0.01% 259

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Colonial Trust's IWB Position: Q1 2026 in Review

Colonial Trust reduced its iShares Russell 1000 ETF (IWB) stake by 8.6% in Q1 2026, selling an estimated $8.57K and leaving 246 shares worth $87.8K. The position accounts for 0.01% of the portfolio, ranked #440.

Colonial Trust first reported a position in IWB in Q3 2022 and has held it in 15 quarters since. The position peaked at $100K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Colonial Trust held 246 shares of iShares Russell 1000 ETF worth $87.8K as of Q1 2026.
  • Colonial Trust sold 23 iShares Russell 1000 ETF shares in Q1 2026, an estimated $8.57K.
  • iShares Russell 1000 ETF made up 0.01% of Colonial Trust's portfolio in Q1 2026, its #440 holding.
  • Colonial Trust first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 15 quarters since.
  • Colonial Trust's iShares Russell 1000 ETF position peaked at $100K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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