Crestwood Advisors Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.07M | Sell |
11,418
-57
| -0.5% | -$21.2K | 0.07% | 160 |
|
|
2025
Q4 | $4.29M | Buy |
11,475
+1,900
| +20% | +$704K | 0.07% | 146 |
|
|
2025
Q3 | $3.5M | Buy |
9,575
+1,466
| +18% | +$516K | 0.06% | 165 |
|
|
2025
Q2 | $2.75M | Sell |
8,109
-156
| -2% | -$49K | 0.05% | 176 |
|
|
2025
Q1 | $2.54M | Buy |
8,265
+897
| +12% | +$290K | 0.05% | 178 |
|
|
2024
Q4 | $2.37M | Buy |
7,368
+2,187
| +42% | +$708K | 0.04% | 172 |
|
|
2024
Q3 | $1.63M | Buy |
5,181
+1,747
| +51% | +$529K | 0.03% | 204 |
|
|
2024
Q2 | $1.02M | Sell |
3,434
-48
| -1% | -$13.8K | 0.02% | 217 |
|
|
2024
Q1 | $1M | Buy |
3,482
+260
| +8% | +$71.3K | 0.02% | 216 |
|
|
2023
Q4 | $845K | Hold |
3,222
| – | – | 0.02% | 226 |
|
|
2023
Q3 | $757K | Sell |
3,222
-91
| -3% | -$22.3K | 0.02% | 216 |
|
|
2023
Q2 | $807K | Buy |
3,313
+170
| +5% | +$39.1K | 0.03% | 152 |
|
|
2023
Q1 | $708K | Sell |
3,143
-41
| -1% | -$9.02K | 0.02% | 161 |
|
|
2022
Q4 | $670K | Hold |
3,184
| – | – | 0.02% | 166 |
|
|
2022
Q3 | $628K | Hold |
3,184
| – | – | 0.02% | 172 |
|
|
2022
Q2 | $661K | Hold |
3,184
| – | – | 0.02% | 175 |
|
|
2022
Q1 | $796K | Buy |
3,184
+180
| +6% | +$44.4K | 0.02% | 177 |
|
|
2021
Q4 | $794K | Sell |
3,004
-40
| -1% | -$10.3K | 0.02% | 178 |
|
|
2021
Q3 | $736K | Hold |
3,044
| – | – | 0.02% | 170 |
|
|
2021
Q2 | $737K | Hold |
3,044
| – | – | 0.02% | 176 |
|
|
2021
Q1 | $681K | Buy |
3,044
+112
| +4% | +$24.5K | 0.02% | 173 |
|
|
2020
Q4 | $621K | Hold |
2,932
| – | – | 0.02% | 175 |
|
|
2020
Q3 | $549K | Buy |
2,932
+57
| +2% | +$10.5K | 0.02% | 163 |
|
|
2020
Q2 | $494K | Sell |
2,875
-146
| -5% | -$23.6K | 0.02% | 164 |
|
|
2020
Q1 | $428K | Sell |
3,021
-150
| -5% | -$25.4K | 0.02% | 159 |
|
|
2019
Q4 | $566K | Hold |
3,171
| – | – | 0.02% | 169 |
|
|
2019
Q3 | $522K | Buy |
+3,171
| New | +$520K | 0.02% | 164 |
|
|
2017
Q2 | – | Sell |
-111
| Closed | -$15K | – | 295 |
|
|
2017
Q1 | $15K | Buy |
+111
| New | +$14.4K | ﹤0.01% | 400 |
|
|
2016
Q1 | – | Sell |
-1,933
| Closed | -$219K | – | 144 |
|
|
2015
Q4 | $219K | Sell |
1,933
-256
| -12% | -$29.3K | 0.03% | 138 |
|
|
2015
Q3 | $234K | Hold |
2,189
| – | – | 0.03% | 128 |
|
|
2015
Q2 | $254K | Hold |
2,189
| – | – | 0.03% | 132 |
|
|
2015
Q1 | $254K | Hold |
2,189
| – | – | 0.04% | 121 |
|
|
2014
Q4 | $251K | Buy |
+2,189
| New | +$245K | 0.04% | 120 |
|
Other funds holding IWB
Crestwood Advisors Group's IWB Position: Q1 2026 in Review
Crestwood Advisors Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.5% in Q1 2026, selling an estimated $21.2K and leaving 11,418 shares worth $4.07M. The position accounts for 0.07% of the portfolio, ranked #160.
Crestwood Advisors Group first reported a position in IWB in Q4 2014 and has held it in 33 quarters since. The position peaked at $4.29M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Crestwood Advisors Group held 11,418 shares of iShares Russell 1000 ETF worth $4.07M as of Q1 2026.
- Crestwood Advisors Group sold 57 iShares Russell 1000 ETF shares in Q1 2026, an estimated $21.2K.
- iShares Russell 1000 ETF made up 0.07% of Crestwood Advisors Group's portfolio in Q1 2026, its #160 holding.
- Crestwood Advisors Group first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 33 quarters since.
- Crestwood Advisors Group's iShares Russell 1000 ETF position peaked at $4.29M in Q4 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.