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 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

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

Eagle Bay Advisors's IWB Position: Q1 2026 in Review

Eagle Bay Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 6,473 shares worth $2.31M. The position accounts for 2.04% of the portfolio, ranked #11.

Eagle Bay Advisors first reported a position in IWB in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.48M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Eagle Bay Advisors held 6,473 shares of iShares Russell 1000 ETF worth $2.31M as of Q1 2026.
Eagle Bay Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 2.04% of Eagle Bay Advisors's portfolio in Q1 2026, its #11 holding.
Eagle Bay Advisors first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 20 quarters since.
Eagle Bay Advisors's iShares Russell 1000 ETF position peaked at $2.48M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.