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CX Institutional’s iShares Russell 1000 ETF IWB Stock Holding History

CX Institutional’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 		$105K Sell
256
-1
-0.4% -$396 ﹤0.01% 853
2026
Q1 		$91K Sell
257
-67
-21% -$25K ﹤0.01% 873
2025
Q4 		$121K Buy
324
+70
+28% +$25.9K ﹤0.01% 819
2025
Q3 		$93K Hold
254
– – ﹤0.01% 832
2025
Q2 		$86K Sell
254
-23
-8% -$7.22K ﹤0.01% 784
2025
Q1 		$85K Sell
277
-7,936
-97% -$2.57M ﹤0.01% 772
2024
Q4 		$2.65M Buy
8,213
+3,915
+91% +$1.27M 0.11% 158
2024
Q3 		$1.35M Buy
+4,298
New +$1.3M 0.06% 241
2022
Q3 		– Sell
-372
Closed -$77K – 811
2022
Q2 		$77K Buy
+372
New +$84.1K 0.01% 594
2021
Q4 		– Sell
-245
Closed -$59K – 633
2021
Q3 		$59K Buy
+245
New +$60.9K ﹤0.01% 546

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

CX Institutional's IWB Position: Q2 2026 in Review

CX Institutional reduced its iShares Russell 1000 ETF (IWB) stake by 0.39% in Q2 2026, selling an estimated $396 and leaving 256 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

CX Institutional first reported a position in IWB in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.65M in Q4 2024. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • CX Institutional held 256 shares of iShares Russell 1000 ETF worth $105K as of Q2 2026.
  • CX Institutional sold 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
  • iShares Russell 1000 ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #853 holding.
  • CX Institutional first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 10 quarters since.
  • CX Institutional's iShares Russell 1000 ETF position peaked at $2.65M in Q4 2024.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.