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Enterprise Bank & Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Enterprise Bank & 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
2025
Q2 		$296K Hold
871
– – 0.11% 109
2025
Q1 		$267K Hold
871
– – 0.1% 113
2024
Q4 		$281K Buy
871
+213
+32% +$69K 0.09% 110
2024
Q3 		$207K Buy
+658
New +$199K 0.07% 124

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Enterprise Bank & Trust's IWB Position: Q2 2025 in Review

Enterprise Bank & Trust held its iShares Russell 1000 ETF (IWB) position steady in Q2 2025 at 871 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #109.

Enterprise Bank & Trust first reported a position in IWB in Q3 2024 and has held it in 4 quarters since. 1,389 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Enterprise Bank & Trust held 871 shares of iShares Russell 1000 ETF worth $296K as of Q2 2025.
  • Enterprise Bank & Trust left its iShares Russell 1000 ETF share count unchanged in Q2 2025.
  • iShares Russell 1000 ETF made up 0.11% of Enterprise Bank & Trust's portfolio in Q2 2025, its #109 holding.
  • Enterprise Bank & Trust first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,389 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.