Eagle Bay Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Eagle Bay 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	$2.65M	Hold	6,473	–	–	1.98%	11
2026 Q1	$2.31M	Hold	6,473	–	–	2.04%	11
2025 Q4	$2.42M	Sell	6,473 -300	-4%	-$111K	1.77%	11
2025 Q3	$2.48M	Hold	6,773	–	–	1.94%	11
2025 Q2	$2.3M	Hold	6,773	–	–	1.9%	11
2025 Q1	$2.08M	Sell	6,773 -425	-6%	-$137K	1.76%	12
2024 Q4	$2.32M	Sell	7,198 -320	-4%	-$104K	1.46%	10
2024 Q3	$2.36M	Hold	7,518	–	–	0.91%	21
2024 Q2	$2.24M	Sell	7,518 -293	-4%	-$84.1K	1.35%	14
2024 Q1	$2.25M	Hold	7,811	–	–	1.42%	14
2023 Q4	$2.05M	Hold	7,811	–	–	1.29%	13
2023 Q3	$1.83M	Sell	7,811 -75	-1%	-$18.4K	0.85%	25
2023 Q2	$1.92M	Hold	7,886	–	–	1.1%	20
2023 Q1	$1.78M	Hold	7,886	–	–	0.97%	24
2022 Q4	$1.66M	Hold	7,886	–	–	0.93%	23
2022 Q3	$1.56M	Sell	7,886 -42	-0.5%	-$9.21K	0.96%	20
2022 Q2	$1.65M	Buy	7,928 +42	+0.5%	+$9.49K	1%	20
2022 Q1	$1.97M	Hold	7,886	–	–	1.61%	12
2021 Q4	$2.08M	Sell	7,886 -526	-6%	-$135K	1.33%	13
2021 Q3	$2.03M	Buy	8,412 +229	+3%	+$56.9K	1.14%	14
2021 Q2	$1.98M	Buy	+8,183	New	+$1.93M	1.6%	12

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 29.18% 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

Eagle Bay Advisors's IWB Position: Q2 2026 in Review

Eagle Bay Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 6,473 shares worth $2.65M. The position accounts for 1.98% of the portfolio, ranked #11.

Eagle Bay Advisors first reported a position in IWB in Q2 2021 and has held it in 21 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Eagle Bay Advisors held 6,473 shares of iShares Russell 1000 ETF worth $2.65M as of Q2 2026.
Eagle Bay Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 1.98% of Eagle Bay Advisors's portfolio in Q2 2026, its #11 holding.
Eagle Bay Advisors first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 21 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.