Crestmont Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Crestmont Private Wealth’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	$2.08M	Buy	5,078 +336	+7%	+$133K	0.58%	16
2026 Q1	$1.69M	Sell	4,742 -8,328	-64%	-$3.1M	0.53%	15
2025 Q4	$4.88M	Buy	13,070 +8,548	+189%	+$3.17M	1.59%	13
2025 Q3	$1.65M	Hold	4,522	–	–	0.55%	15
2025 Q2	$1.54M	Buy	+4,522	New	+$1.42M	0.56%	15

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crestmont Private Wealth's IWB Position: Q2 2026 in Review

Crestmont Private Wealth increased its iShares Russell 1000 ETF (IWB) stake by 7.1% in Q2 2026, buying an estimated $133K and bringing the position to 5,078 shares worth $2.08M. The position accounts for 0.58% of the portfolio, ranked #16.

Crestmont Private Wealth first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.88M in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Crestmont Private Wealth held 5,078 shares of iShares Russell 1000 ETF worth $2.08M as of Q2 2026.
Crestmont Private Wealth bought 336 iShares Russell 1000 ETF shares in Q2 2026, an estimated $133K.
iShares Russell 1000 ETF made up 0.58% of Crestmont Private Wealth's portfolio in Q2 2026, its #16 holding.
Crestmont Private Wealth first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
Crestmont Private Wealth's iShares Russell 1000 ETF position peaked at $4.88M in Q4 2025.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.