Cranbrook Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Cranbrook Wealth Management’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	$3.42M	Sell	9,588 -80	-0.8%	-$29.8K	0.7%	36
2025 Q4	$3.61M	Sell	9,668 -218	-2%	-$80.7K	0.71%	34
2025 Q3	$3.61M	Sell	9,886 -169	-2%	-$59.5K	0.73%	33
2025 Q2	$3.41M	Buy	10,055 +66	+0.7%	+$20.7K	0.73%	34
2025 Q1	$3.06M	Buy	9,989 +6	+0.1%	+$1.94K	0.71%	33
2024 Q4	$3.22M	Sell	9,983 -39	-0.4%	-$12.6K	0.75%	34
2024 Q3	$3.15M	Sell	10,022 -19	-0.2%	-$5.75K	0.72%	34
2024 Q2	$2.99M	Sell	10,041 -525	-5%	-$151K	0.74%	35
2024 Q1	$3.04M	Sell	10,566 -58	-0.5%	-$15.9K	0.77%	33
2023 Q4	$2.79M	Sell	10,624 -175	-2%	-$42.8K	0.74%	35
2023 Q3	$2.54M	Sell	10,799 -1,481	-12%	-$363K	0.75%	35
2023 Q2	$2.99M	Sell	12,280 -33	-0.3%	-$7.6K	0.83%	33
2023 Q1	$2.77M	Sell	12,313 -5,635	-31%	-$1.24M	0.79%	35
2022 Q4	$3.78M	Sell	17,948 -7,173	-29%	-$1.52M	1.03%	29
2022 Q3	$4.96M	Buy	25,121 +5,838	+30%	+$1.28M	1.28%	23
2022 Q2	$4.01M	Buy	19,283 +1,275	+7%	+$288K	1%	28
2022 Q1	$4.5M	Buy	18,008 +2,110	+13%	+$521K	0.98%	27
2021 Q4	$4.2M	Sell	15,898 -357	-2%	-$91.9K	0.9%	30
2021 Q3	$3.93M	Sell	16,255 -324	-2%	-$80.5K	0.89%	32
2021 Q2	$4.01M	Hold	16,579	–	–	0.92%	32
2021 Q1	$3.71M	Sell	16,579 -130	-0.8%	-$28.5K	0.9%	32
2020 Q4	$3.54M	Sell	16,709 -527	-3%	-$105K	0.91%	33
2020 Q3	$3.23M	Sell	17,236 -19	-0.1%	-$3.51K	0.93%	30
2020 Q2	$2.96M	Buy	17,255 +3,448	+25%	+$558K	0.89%	32
2020 Q1	$1.95M	Sell	13,807 -605	-4%	-$102K	0.66%	36
2019 Q4	$2.57M	Sell	14,412 -295	-2%	-$50.3K	0.71%	36
2019 Q3	$2.42M	Hold	14,707	–	–	0.7%	36
2019 Q2	$2.39M	Buy	14,707 +1,164	+9%	+$186K	0.69%	38
2019 Q1	$2.13M	Hold	13,543	–	–	0.67%	40
2018 Q4	$1.88M	Buy	13,543 +1,411	+12%	+$211K	0.66%	39
2018 Q3	$1.96M	Sell	12,132 -38	-0.3%	-$6.03K	0.69%	38
2018 Q2	$1.85M	Buy	12,170 +895	+8%	+$135K	0.72%	37
2018 Q1	$1.66M	Sell	11,275 -1,058	-9%	-$161K	0.65%	37
2017 Q4	$1.83M	Sell	12,333 -109	-0.9%	-$15.8K	0.72%	36
2017 Q3	$1.74M	Buy	12,442 +108	+0.9%	+$14.8K	0.72%	36
2017 Q2	$1.67M	Sell	12,334 -282	-2%	-$37.6K	0.72%	35
2017 Q1	$1.66M	Sell	12,616 -80	-0.6%	-$10.4K	0.78%	34
2016 Q4	$1.58M	Buy	12,696 +194	+2%	+$23.6K	0.77%	33
2016 Q3	$1.51M	Sell	12,502 -142	-1%	-$17.1K	0.75%	33
2016 Q2	$1.48M	Sell	12,644 -180	-1%	-$20.8K	0.76%	31
2016 Q1	$1.46M	Sell	12,824 -215	-2%	-$23.2K	0.77%	30
2015 Q4	$1.48M	Buy	13,039 +46	+0.4%	+$5.26K	0.84%	29
2015 Q3	$1.39M	Buy	12,993 +26	+0.2%	+$2.95K	0.8%	29
2015 Q2	$1.5M	Sell	12,967 -180	-1%	-$21.2K	0.86%	25
2015 Q1	$1.52M	Buy	13,147 +49	+0.4%	+$5.66K	0.89%	25
2014 Q4	$1.5M	Hold	13,098	–	–	0.93%	25
2014 Q3	$1.44M	Sell	13,098 -913	-7%	-$101K	0.97%	24
2014 Q2	$1.54M	Buy	14,011 +45	+0.3%	+$4.79K	1.03%	23
2014 Q1	$1.46M	Buy	13,966 +802	+6%	+$82.5K	1.03%	23
2013 Q4	$1.36M	Buy	+13,164	New	+$1.3M	0.93%	24

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

Cranbrook Wealth Management's IWB Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.83% in Q1 2026, selling an estimated $29.8K and leaving 9,588 shares worth $3.42M. The position accounts for 0.7% of the portfolio, ranked #36.

Cranbrook Wealth Management first reported a position in IWB in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.96M in Q3 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Cranbrook Wealth Management held 9,588 shares of iShares Russell 1000 ETF worth $3.42M as of Q1 2026.
Cranbrook Wealth Management sold 80 iShares Russell 1000 ETF shares in Q1 2026, an estimated $29.8K.
iShares Russell 1000 ETF made up 0.7% of Cranbrook Wealth Management's portfolio in Q1 2026, its #36 holding.
Cranbrook Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's iShares Russell 1000 ETF position peaked at $4.96M in Q3 2022.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.