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Cresset Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Cresset Asset 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
Q2 		$20.2M Sell
49,408
-730
-1% -$289K 0.07% 161
2026
Q1 		$17.9M Buy
50,138
+2,078
+4% +$774K 0.08% 167
2025
Q4 		$17.9M Sell
48,060
-841
-2% -$312K 0.08% 165
2025
Q3 		$17.9M Sell
48,901
-22
-0% -$7.75K 0.08% 156
2025
Q2 		$16.6M Sell
48,923
-20,327
-29% -$6.38M 0.08% 149
2025
Q1 		$21.2M Sell
69,250
-99
-0.1% -$32K 0.11% 122
2024
Q4 		$22.3M Sell
69,349
-2,521
-4% -$817K 0.11% 118
2024
Q3 		$22.6M Buy
71,870
+8,605
+14% +$2.61M 0.09% 156
2024
Q2 		$18.8M Buy
63,265
+16,553
+35% +$4.75M 0.08% 163
2024
Q1 		$13.5M Buy
46,712
+9,261
+25% +$2.54M 0.06% 200
2023
Q4 		$9.82M Buy
37,451
+1,479
+4% +$362K 0.06% 216
2023
Q3 		$8.49M Buy
35,972
+1,246
+4% +$305K 0.03% 231
2023
Q2 		$8.46M Buy
34,726
+19,082
+122% +$4.39M 0.01% 289
2023
Q1 		$3.52M Buy
15,644
+2,154
+16% +$474K 0.07% 159
2022
Q4 		$2.84M Buy
13,490
+10,248
+316% +$2.17M 0.04% 168
2022
Q3 		$640K Buy
3,242
+1,577
+95% +$346K 0.01% 450
2022
Q2 		$346K Sell
1,665
-1,391
-46% -$314K ﹤0.01% 668
2022
Q1 		$764K Buy
3,056
+1,475
+93% +$364K 0.01% 479
2021
Q4 		$418K Sell
1,581
-33
-2% -$8.49K ﹤0.01% 753
2021
Q3 		$390K Buy
1,614
+35
+2% +$8.7K 0.01% 720
2021
Q2 		$382K Buy
1,579
+1
+0.1% +$236 0.01% 659
2021
Q1 		$353K Hold
1,578
– – 0.01% 600
2020
Q4 		$334K Buy
1,578
+1
+0.1% +$200 0.01% 525
2020
Q3 		$295K Sell
1,577
-22
-1% -$4.06K 0.01% 521
2020
Q2 		$275K Buy
+1,599
New +$259K 0.01% 497

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cresset Asset Management's IWB Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q2 2026, selling an estimated $289K and leaving 49,408 shares worth $20.2M. The position accounts for 0.07% of the portfolio, ranked #161.

Cresset Asset Management first reported a position in IWB in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.6M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Cresset Asset Management held 49,408 shares of iShares Russell 1000 ETF worth $20.2M as of Q2 2026.
  • Cresset Asset Management sold 730 iShares Russell 1000 ETF shares in Q2 2026, an estimated $289K.
  • iShares Russell 1000 ETF made up 0.07% of Cresset Asset Management's portfolio in Q2 2026, its #161 holding.
  • Cresset Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 25 quarters since.
  • Cresset Asset Management's iShares Russell 1000 ETF position peaked at $22.6M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.