EB
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Eastern Bank’s iShares Russell 1000 ETF IWB Stock Holding History

Eastern Bank’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 		$2.13M Buy
5,194
+3,267
+170% +$1.29M 0.03% 155
2026
Q1 		$687K Hold
1,927
– – 0.01% 239
2025
Q4 		$720K Sell
1,927
-182
-9% -$67.4K 0.01% 225
2025
Q3 		$771K Sell
2,109
-25
-1% -$8.81K 0.01% 214
2025
Q2 		$725K Hold
2,134
– – 0.01% 213
2025
Q1 		$655K Sell
2,134
-76
-3% -$24.6K 0.01% 246
2024
Q4 		$712K Sell
2,210
-272
-11% -$88.1K 0.01% 237
2024
Q3 		$780K Buy
+2,482
New +$752K 0.01% 244
2022
Q1 		– Sell
-3,181
Closed -$842K – 204
2021
Q4 		$842K Sell
3,181
-60
-2% -$15.4K 0.04% 142
2021
Q3 		$783K Sell
3,241
-1,255
-28% -$312K 0.04% 133
2021
Q2 		$1.09M Sell
4,496
-1,838
-29% -$433K 0.05% 129
2021
Q1 		$1.42M Sell
6,334
-187,439
-97% -$41M 0.08% 115
2020
Q4 		$41M Sell
193,773
-3,501
-2% -$699K 2.3% 7
2020
Q3 		$36.9M Sell
197,274
-8,923
-4% -$1.65M 2.26% 6
2020
Q2 		$35.4M Buy
+206,197
New +$33.4M 2.3% 6

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Eastern Bank's IWB Position: Q2 2026 in Review

Eastern Bank increased its iShares Russell 1000 ETF (IWB) stake by 170% in Q2 2026, buying an estimated $1.29M and bringing the position to 5,194 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #155.

Eastern Bank first reported a position in IWB in Q2 2020 and has held it in 15 quarters since. The position peaked at $41M in Q4 2020. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Eastern Bank held 5,194 shares of iShares Russell 1000 ETF worth $2.13M as of Q2 2026.
  • Eastern Bank bought 3,267 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.29M.
  • iShares Russell 1000 ETF made up 0.03% of Eastern Bank's portfolio in Q2 2026, its #155 holding.
  • Eastern Bank first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 15 quarters since.
  • Eastern Bank's iShares Russell 1000 ETF position peaked at $41M in Q4 2020.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.