Country Club Bank’s iShares Russell 1000 ETF IWB Stock Holding History

Country Club 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
2025 Q3	$505K	Sell	1,385 -81	-6%	-$28.5K	0.03%	262
2025 Q2	$495K	Sell	1,466 -47	-3%	-$14.8K	0.03%	264
2025 Q1	$462K	Sell	1,513 -13	-0.9%	-$4.2K	0.03%	261
2024 Q4	$493K	Hold	1,526	–	–	0.03%	254
2024 Q3	$478K	Sell	1,526 -132	-8%	-$40K	0.03%	256
2024 Q2	$495K	Sell	1,658 -315	-16%	-$90.4K	0.03%	250
2024 Q1	$568K	Hold	1,973	–	–	0.04%	238
2023 Q4	$519K	Sell	1,973 -110	-5%	-$26.9K	0.04%	238
2023 Q3	$491K	Hold	2,083	–	–	0.04%	235
2023 Q2	$502K	Sell	2,083 -640	-24%	-$147K	0.04%	227
2023 Q1	$604K	Hold	2,723	–	–	0.05%	217
2022 Q4	$573K	Buy	2,723 +583	+27%	+$123K	0.05%	214
2022 Q3	$428K	Buy	2,140 +140	+7%	+$30.7K	0.04%	216
2022 Q2	$419K	Buy	+2,000	New	+$452K	0.04%	209

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 $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Country Club Bank's IWB Position: Q3 2025 in Review

Country Club Bank reduced its iShares Russell 1000 ETF (IWB) stake by 5.5% in Q3 2025, selling an estimated $28.5K and leaving 1,385 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #262.

Country Club Bank first reported a position in IWB in Q2 2022 and has held it in 14 quarters since. The position peaked at $604K in Q1 2023. 1,418 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Country Club Bank held 1,385 shares of iShares Russell 1000 ETF worth $505K as of Q3 2025.
Country Club Bank sold 81 iShares Russell 1000 ETF shares in Q3 2025, an estimated $28.5K.
iShares Russell 1000 ETF made up 0.03% of Country Club Bank's portfolio in Q3 2025, its #262 holding.
Country Club Bank first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 14 quarters since.
Country Club Bank's iShares Russell 1000 ETF position peaked at $604K in Q1 2023.
1,418 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.