Douglass Winthrop Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Douglass Winthrop Advisors’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	$815K	Hold	1,990	–	–	0.01%	186
2026 Q1	$710K	Hold	1,990	–	–	0.01%	182
2025 Q4	$743K	Sell	1,990 -50	-2%	-$18.5K	0.01%	179
2025 Q3	$746K	Hold	2,040	–	–	0.01%	176
2025 Q2	$693K	Sell	2,040 -92	-4%	-$28.9K	0.01%	167
2025 Q1	$654K	Hold	2,132	–	–	0.01%	169
2024 Q4	$687K	Hold	2,132	–	–	0.01%	172
2024 Q3	$670K	Buy	2,132 +92	+5%	+$27.9K	0.01%	183
2024 Q2	$607K	Hold	2,040	–	–	0.01%	176
2024 Q1	$588K	Hold	2,040	–	–	0.01%	178
2023 Q4	$535K	Hold	2,040	–	–	0.01%	167
2023 Q3	$479K	Buy	+2,040	New	+$499K	0.01%	165

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Douglass Winthrop Advisors's IWB Position: Q2 2026 in Review

Douglass Winthrop Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,990 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #186.

Douglass Winthrop Advisors first reported a position in IWB in Q3 2023 and has held it in 12 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Douglass Winthrop Advisors held 1,990 shares of iShares Russell 1000 ETF worth $815K as of Q2 2026.
Douglass Winthrop Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #186 holding.
Douglass Winthrop Advisors first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 12 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.