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Custom Index Systems’s iShares Russell 1000 ETF IWB Stock Holding History

Custom Index Systems’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 		$19.2K Buy
+47
New +$18.6K 0.01% 473
2026
Q1 		– Sell
-2,068
Closed -$772K – 279
2025
Q4 		$772K Sell
2,068
-3,412
-62% -$1.26M 0.34% 87
2025
Q3 		$2M Buy
5,480
+2,477
+82% +$872K 0.6% 40
2025
Q2 		$1.02M Sell
3,003
-1,820
-38% -$571K 0.49% 54
2025
Q1 		$1.48M Sell
4,823
-2,139
-31% -$692K 0.75% 22
2024
Q4 		$2.24M Sell
6,962
-358
-5% -$116K 1.2% 13
2024
Q3 		$2.3M Sell
7,320
-1,411
-16% -$427K 1.25% 15
2024
Q2 		$2.6M Sell
8,731
-1,642
-16% -$471K 1.49% 11
2024
Q1 		$2.99M Sell
10,373
-143
-1% -$39.2K 1.7% 7
2023
Q4 		$2.76M Buy
+10,516
New +$2.57M 1.7% 7

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

Custom Index Systems's IWB Position: Q2 2026 in Review

Custom Index Systems opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 47 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in IWB as recently as Q4 2025.

Custom Index Systems first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.99M in Q1 2024. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Custom Index Systems held 47 shares of iShares Russell 1000 ETF worth $19.2K as of Q2 2026.
  • iShares Russell 1000 ETF was a new Custom Index Systems position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.01% of Custom Index Systems's portfolio in Q2 2026, its #473 holding.
  • Custom Index Systems first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
  • Custom Index Systems's iShares Russell 1000 ETF position peaked at $2.99M in Q1 2024.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.