Fiduciary Counselling’s iShares Russell 1000 ETF IWB Stock Holding History

Fiduciary Counselling’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	$11.6M	Hold	32,448	–	–	32.18%	1
2025 Q4	$12.1M	Hold	32,448	–	–	32.16%	1
2025 Q3	$11.9M	Hold	32,448	–	–	31.62%	1
2025 Q2	$11M	Hold	32,448	–	–	31.16%	1
2025 Q1	$9.95M	Buy	32,448 +1,190	+4%	+$385K	24.45%	2
2024 Q4	$10.1M	Hold	31,258	–	–	26.97%	2
2024 Q3	$9.83M	Hold	31,258	–	–	25.13%	2
2024 Q2	$9.3M	Buy	31,258 +2,013	+7%	+$578K	26.48%	1
2024 Q1	$8.42M	Hold	29,245	–	–	23%	3
2023 Q4	$7.67M	Hold	29,245	–	–	22.59%	3
2023 Q3	$6.87M	Hold	29,245	–	–	21.85%	3
2023 Q2	$7.13M	Sell	29,245 -139	-0.5%	-$32K	21.54%	3
2023 Q1	$6.62M	Hold	29,384	–	–	15.66%	3
2022 Q4	$6.19M	Sell	29,384 -820	-3%	-$174K	13.84%	3
2022 Q3	$5.96M	Hold	30,204	–	–	12.72%	4
2022 Q2	$6.28M	Sell	30,204 -1,151	-4%	-$260K	16.19%	3
2022 Q1	$7.84M	Sell	31,355 -3,500	-10%	-$864K	16.2%	3
2021 Q4	$9.22M	Hold	34,855	–	–	19.12%	3
2021 Q3	$8.43M	Hold	34,855	–	–	19.56%	3
2021 Q2	$8.44M	Hold	34,855	–	–	19.53%	3
2021 Q1	$7.8M	Hold	34,855	–	–	24.12%	3
2020 Q4	$7.38M	Hold	34,855	–	–	24.34%	3
2020 Q3	$6.52M	Hold	34,855	–	–	24.77%	3
2020 Q2	$5.98M	Hold	34,855	–	–	28.06%	2
2020 Q1	$4.93M	Hold	34,855	–	–	26.7%	2
2019 Q4	$6.22M	Hold	34,855	–	–	24.32%	3
2019 Q3	$5.74M	Hold	34,855	–	–	24.33%	3
2019 Q2	$5.67M	Hold	34,855	–	–	23.76%	3
2019 Q1	$5.48M	Sell	34,855 -52	-0.1%	-$7.86K	23.64%	3
2018 Q4	$4.84M	Hold	34,907	–	–	23.47%	3
2018 Q3	$5.64M	Sell	34,907 -630	-2%	-$100K	22.72%	3
2018 Q2	$5.4M	Hold	35,537	–	–	19.64%	3
2018 Q1	$5.22M	Sell	35,537 -573	-2%	-$87.1K	19.19%	3
2017 Q4	$5.37M	Hold	36,110	–	–	19.37%	3
2017 Q3	$5.05M	Hold	36,110	–	–	18.07%	3
2017 Q2	$4.88M	Hold	36,110	–	–	18.27%	3
2017 Q1	$4.74M	Hold	36,110	–	–	17.68%	3
2016 Q4	$4.49M	Hold	36,110	–	–	17.44%	3
2016 Q3	$4.35M	Sell	36,110 -2,660	-7%	-$320K	17.31%	3
2016 Q2	$4.53M	Sell	38,770 -2,405	-6%	-$277K	21.11%	3
2016 Q1	$4.7M	Hold	41,175	–	–	19.12%	3
2015 Q4	$4.67M	Hold	41,175	–	–	22.17%	3
2015 Q3	$4.41M	Sell	41,175 -845	-2%	-$96K	20.77%	3
2015 Q2	$4.88M	Sell	42,020 -3,915	-9%	-$462K	20.33%	3
2015 Q1	$5.32M	Hold	45,935	–	–	19.9%	2
2014 Q4	$5.27M	Buy	+45,935	New	+$5.15M	19.33%	3

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

Fiduciary Counselling's IWB Position: Q1 2026 in Review

Fiduciary Counselling held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 32,448 shares worth $11.6M. The position accounts for 32.18% of the portfolio, ranked #1.

Fiduciary Counselling first reported a position in IWB in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.1M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Fiduciary Counselling held 32,448 shares of iShares Russell 1000 ETF worth $11.6M as of Q1 2026.
Fiduciary Counselling left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 32.18% of Fiduciary Counselling's portfolio in Q1 2026, its #1 holding.
Fiduciary Counselling first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 46 quarters since.
Fiduciary Counselling's iShares Russell 1000 ETF position peaked at $12.1M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Fiduciary Counselling's 13F filing for Q1 2026, filed 5 May 2026.