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

Fiduciary 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
2026
Q1 		$11.7M Hold
32,858
– – 0.14% 98
2025
Q4 		$12.3M Sell
32,858
-3,810
-10% -$1.41M 0.14% 95
2025
Q3 		$13.4M Hold
36,668
– – 0.15% 93
2025
Q2 		$12.5M Sell
36,668
-1,998
-5% -$627K 0.15% 92
2025
Q1 		$11.9M Buy
38,666
+56
+0.1% +$18.1K 0.16% 96
2024
Q4 		$12.4M Hold
38,610
– – 0.16% 91
2024
Q3 		$12.1M Buy
38,610
+30,963
+405% +$9.38M 0.17% 93
2024
Q2 		$2.28M Hold
7,647
– – 0.03% 232
2024
Q1 		$2.2M Hold
7,647
– – 0.03% 236
2023
Q4 		$2.01M Hold
7,647
– – 0.03% 241
2023
Q3 		$1.8M Sell
7,647
-97
-1% -$23.7K 0.03% 242
2023
Q2 		$1.89M Sell
7,744
-756
-9% -$174K 0.03% 236
2023
Q1 		$1.91M Hold
8,500
– – 0.04% 234
2022
Q4 		$1.79M Buy
8,500
+49
+0.6% +$10.4K 0.03% 253
2022
Q3 		$1.67M Buy
8,451
+66
+0.8% +$14.5K 0.04% 254
2022
Q2 		$1.74M Buy
8,385
+25
+0.3% +$5.65K 0.04% 254
2022
Q1 		$2.09M Hold
8,360
– – 0.04% 248
2021
Q4 		$2.21M Hold
8,360
– – 0.04% 239
2021
Q3 		$2.02M Hold
8,360
– – 0.04% 234
2021
Q2 		$2.02M Hold
8,360
– – 0.04% 240
2021
Q1 		$1.87M Hold
8,360
– – 0.04% 246
2020
Q4 		$1.77M Buy
8,360
+1,000
+14% +$200K 0.04% 251
2020
Q3 		$1.38M Hold
7,360
– – 0.03% 256
2020
Q2 		$1.26M Hold
7,360
– – 0.03% 253
2020
Q1 		$1.04M Buy
7,360
+430
+6% +$72.7K 0.03% 253
2019
Q4 		$1.24M Hold
6,930
– – 0.03% 256
2019
Q3 		$1.14M Buy
6,930
+580
+9% +$95.2K 0.03% 259
2019
Q2 		$1.03M Buy
+6,350
New +$1.02M 0.03% 258

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Fiduciary Trust's IWB Position: Q1 2026 in Review

Fiduciary Trust held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 32,858 shares worth $11.7M. The position accounts for 0.14% of the portfolio, ranked #98.

Fiduciary Trust first reported a position in IWB in Q2 2019 and has held it in 28 quarters since. The position peaked at $13.4M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Fiduciary Trust held 32,858 shares of iShares Russell 1000 ETF worth $11.7M as of Q1 2026.
  • Fiduciary Trust left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.14% of Fiduciary Trust's portfolio in Q1 2026, its #98 holding.
  • Fiduciary Trust first reported a position in iShares Russell 1000 ETF in Q2 2019 and has held it in 28 quarters since.
  • Fiduciary Trust's iShares Russell 1000 ETF position peaked at $13.4M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.