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 Q3	$107K	Buy	257 +1	+0.4%	+$416	﹤0.01%	862
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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CX Institutional's IWB Position: Q3 2026 in Review

CX Institutional increased its iShares Russell 1000 ETF (IWB) stake by 0.39% in Q3 2026, buying an estimated $416 and bringing the position to 257 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

CX Institutional first reported a position in IWB in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.65M in Q4 2024. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

CX Institutional held 257 shares of iShares Russell 1000 ETF worth $107K as of Q3 2026.
CX Institutional bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
iShares Russell 1000 ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #862 holding.
CX Institutional first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 11 quarters since.
CX Institutional's iShares Russell 1000 ETF position peaked at $2.65M in Q4 2024.
82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.