Dorsey & Whitney Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Dorsey & Whitney Trust’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 Q1	$2.08M	Sell	5,843 -1,428	-20%	-$532K	0.11%	170
2025 Q4	$2.72M	Buy	7,271 +608	+9%	+$225K	0.14%	134
2025 Q3	$2.44M	Hold	6,663	–	–	0.13%	146
2025 Q2	$2.26M	Hold	6,663	–	–	0.12%	152
2025 Q1	$2.04M	Sell	6,663 -74	-1%	-$23.9K	0.12%	159
2024 Q4	$2.17M	Buy	6,737 +166	+3%	+$53.8K	0.12%	156
2024 Q3	$2.07M	Hold	6,571	–	–	0.11%	158
2024 Q2	$1.96M	Hold	6,571	–	–	0.14%	134
2024 Q1	$1.89M	Buy	6,571 +140	+2%	+$38.4K	0.13%	142
2023 Q4	$1.69M	Buy	6,431 +1,395	+28%	+$342K	0.13%	152
2023 Q3	$1.18M	Buy	5,036 +1,250	+33%	+$306K	0.1%	178
2023 Q2	$923K	Hold	3,786	–	–	0.08%	214
2023 Q1	$853K	Hold	3,786	–	–	0.08%	222
2022 Q4	$797K	Buy	+3,786	New	+$801K	0.08%	227
2022 Q3	–	Sell	-990	Closed	-$206K	–	555
2022 Q2	$206K	Hold	990	–	–	0.02%	503
2022 Q1	$248K	Hold	990	–	–	0.02%	484
2021 Q4	$262K	Hold	990	–	–	0.02%	448
2021 Q3	$239K	Hold	990	–	–	0.02%	458
2021 Q2	$240K	Hold	990	–	–	0.02%	459
2021 Q1	$222K	Buy	+990	New	+$217K	0.02%	468

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Dorsey & Whitney Trust's IWB Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its iShares Russell 1000 ETF (IWB) stake by 20% in Q1 2026, selling an estimated $532K and leaving 5,843 shares worth $2.08M. The position accounts for 0.11% of the portfolio, ranked #170.

Dorsey & Whitney Trust first reported a position in IWB in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.72M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Dorsey & Whitney Trust held 5,843 shares of iShares Russell 1000 ETF worth $2.08M as of Q1 2026.
Dorsey & Whitney Trust sold 1,428 iShares Russell 1000 ETF shares in Q1 2026, an estimated $532K.
iShares Russell 1000 ETF made up 0.11% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #170 holding.
Dorsey & Whitney Trust first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 20 quarters since.
Dorsey & Whitney Trust's iShares Russell 1000 ETF position peaked at $2.72M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.