Cullen/Frost Bankers’s iShares Russell 1000 ETF IWB Stock Holding History

Cullen/Frost Bankers’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	$416K	Buy	1,015 +1	+0.1%	+$396	﹤0.01%	467
2026 Q1	$362K	Buy	1,014 +663	+189%	+$247K	﹤0.01%	470
2025 Q4	$131K	Buy	351 +149	+74%	+$55.2K	﹤0.01%	639
2025 Q3	$73.9K	Buy	202 +26	+15%	+$9.16K	﹤0.01%	686
2025 Q2	$59.6K	Sell	176 -309	-64%	-$97K	﹤0.01%	727
2025 Q1	$149K	Buy	485 +64	+15%	+$20.7K	﹤0.01%	556
2024 Q4	$136K	Buy	+421	New	+$136K	﹤0.01%	554
2024 Q1	–	Sell	-120	Closed	-$31.5K	–	1046
2023 Q4	$31.5K	Hold	120	–	–	﹤0.01%	725
2023 Q3	$28.2K	Buy	+120	New	+$29.4K	﹤0.01%	825
2022 Q2	–	Sell	-611	Closed	-$153K	–	1132
2022 Q1	$153K	Buy	+611	New	+$151K	﹤0.01%	564
2021 Q1	–	Sell	-90	Closed	-$19K	–	1109
2020 Q4	$19K	Sell	90 -214	-70%	-$42.7K	﹤0.01%	849
2020 Q3	$57K	Buy	304 +90	+42%	+$16.6K	﹤0.01%	646
2020 Q2	$37K	Hold	214	–	–	﹤0.01%	709
2020 Q1	$30K	Hold	214	–	–	﹤0.01%	579
2019 Q4	$38K	Hold	214	–	–	﹤0.01%	647
2019 Q3	$35K	Hold	214	–	–	﹤0.01%	624
2019 Q2	$35K	Hold	214	–	–	﹤0.01%	609
2019 Q1	$34K	Buy	+214	New	+$32.4K	﹤0.01%	613

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Cullen/Frost Bankers's IWB Position: Q2 2026 in Review

Cullen/Frost Bankers increased its iShares Russell 1000 ETF (IWB) stake by 0.1% in Q2 2026, buying an estimated $396 and bringing the position to 1,015 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Cullen/Frost Bankers first reported a position in IWB in Q1 2019 and has held it in 18 quarters since. 540 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cullen/Frost Bankers held 1,015 shares of iShares Russell 1000 ETF worth $416K as of Q2 2026.
Cullen/Frost Bankers bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #467 holding.
Cullen/Frost Bankers first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 18 quarters since.
540 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.