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

FineMark National 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
Q4 		$25.8M Sell
68,977
-2,079
-3% -$770K 0.8% 26
2025
Q3 		$26M Sell
71,056
-2,374
-3% -$836K 0.85% 23
2025
Q2 		$24.9M Buy
73,430
+1,168
+2% +$367K 0.85% 22
2025
Q1 		$22.2M Sell
72,262
-313
-0.4% -$101K 0.81% 26
2024
Q4 		$23.4M Sell
72,575
-537
-0.7% -$174K 0.82% 24
2024
Q3 		$23M Sell
73,112
-331
-0.5% -$100K 0.8% 27
2024
Q2 		$21.9M Sell
73,443
-716
-1% -$206K 0.81% 24
2024
Q1 		$21.4M Buy
74,159
+7
+0% +$1.92K 0.79% 26
2023
Q4 		$19.4M Sell
74,152
-1,298
-2% -$318K 0.8% 26
2023
Q3 		$17.7M Sell
75,450
-416
-0.5% -$102K 0.77% 26
2023
Q2 		$18.5M Sell
75,866
-2,475
-3% -$570K 0.76% 24
2023
Q1 		$17.6M Sell
78,341
-1,647
-2% -$362K 0.75% 26
2022
Q4 		$16.8M Buy
79,988
+512
+0.6% +$108K 0.76% 33
2022
Q3 		$15.7M Sell
79,476
-2,130
-3% -$467K 0.75% 27
2022
Q2 		$17M Sell
81,606
-839
-1% -$190K 0.75% 28
2022
Q1 		$20.6M Sell
82,445
-667
-0.8% -$165K 0.82% 24
2021
Q4 		$22M Sell
83,112
-718
-0.9% -$185K 0.83% 25
2021
Q3 		$20.3M Sell
83,830
-2,137
-2% -$531K 0.86% 21
2021
Q2 		$20.8M Sell
85,967
-890
-1% -$210K 0.85% 21
2021
Q1 		$19.4M Buy
86,857
+2,104
+2% +$461K 0.82% 22
2020
Q4 		$18M Buy
84,753
+725
+0.9% +$145K 0.8% 23
2020
Q3 		$15.7M Sell
84,028
-821
-1% -$152K 0.76% 26
2020
Q2 		$14.6M Sell
84,849
-7,073
-8% -$1.14M 0.8% 26
2020
Q1 		$13M Sell
91,922
-2,057
-2% -$348K 0.82% 27
2019
Q4 		$16.8M Sell
93,979
-419
-0.4% -$71.5K 0.84% 24
2019
Q3 		$15.5M Sell
94,398
-198
-0.2% -$32.5K 0.83% 22
2019
Q2 		$15.4M Sell
94,596
-4,209
-4% -$674K 0.86% 25
2019
Q1 		$15.5M Buy
98,805
+526
+0.5% +$79.5K 0.9% 21
2018
Q4 		$13.6M Sell
98,279
-62
-0.1% -$9.28K 0.92% 20
2018
Q3 		$15.9M Buy
98,341
+8,276
+9% +$1.31M 0.97% 19
2018
Q2 		$13.7M Sell
90,065
-373
-0.4% -$56.2K 0.83% 21
2018
Q1 		$13.3M Buy
90,438
+1,796
+2% +$273K 0.85% 22
2017
Q4 		$13.2M Buy
88,642
+945
+1% +$137K 0.84% 25
2017
Q3 		$12.3M Buy
87,697
+1,190
+1% +$163K 0.82% 22
2017
Q2 		$11.7M Buy
86,507
+1,254
+1% +$167K 0.84% 22
2017
Q1 		$11.2M Buy
85,253
+3,502
+4% +$454K 0.82% 23
2016
Q4 		$10.2M Buy
81,751
+6,891
+9% +$838K 0.81% 24
2016
Q3 		$9.02M Buy
74,860
+1,589
+2% +$191K 0.96% 27
2016
Q2 		$8.56M Buy
73,271
+1,449
+2% +$167K 0.95% 28
2016
Q1 		$8.19M Buy
71,822
+942
+1% +$102K 0.96% 28
2015
Q4 		$8.03M Buy
70,880
+2,130
+3% +$244K 0.96% 27
2015
Q3 		$7.36M Buy
68,750
+3,102
+5% +$352K 0.99% 19
2015
Q2 		$7.62M Buy
65,648
+1,294
+2% +$153K 0.99% 18
2015
Q1 		$7.46M Buy
64,354
+1,448
+2% +$167K 1.01% 18
2014
Q4 		$7.21M Buy
62,906
+7,293
+13% +$818K 1.06% 14
2014
Q3 		$6.11M Buy
55,613
+9,360
+20% +$1.03M 0.98% 18
2014
Q2 		$5.09M Buy
46,253
+7,248
+19% +$771K 0.86% 25
2014
Q1 		$4.09M Buy
39,005
+3,552
+10% +$365K 0.76% 30
2013
Q4 		$3.66M Buy
35,453
+11,957
+51% +$1.18M 0.76% 29
2013
Q3 		$2.21M Buy
23,496
+12,651
+117% +$1.18M 0.55% 40
2013
Q2 		$975K Buy
+10,845
New +$971K 0.29% 70

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FineMark National Bank & Trust's IWB Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q4 2025, selling an estimated $770K and leaving 68,977 shares worth $25.8M. The position accounts for 0.8% of the portfolio, ranked #26.

FineMark National Bank & Trust first reported a position in IWB in Q2 2013 and has held it in 51 quarters since. The position peaked at $26M in Q3 2025. 1,494 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • FineMark National Bank & Trust held 68,977 shares of iShares Russell 1000 ETF worth $25.8M as of Q4 2025.
  • FineMark National Bank & Trust sold 2,079 iShares Russell 1000 ETF shares in Q4 2025, an estimated $770K.
  • iShares Russell 1000 ETF made up 0.8% of FineMark National Bank & Trust's portfolio in Q4 2025, its #26 holding.
  • FineMark National Bank & Trust first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 51 quarters since.
  • FineMark National Bank & Trust's iShares Russell 1000 ETF position peaked at $26M in Q3 2025.
  • 1,494 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.