First American Trust’s iShares Russell 1000 ETF IWB Stock Holding History

First American 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	$896K	Buy	2,513 +268	+12%	+$99.9K	0.06%	163
2025 Q4	$838K	Buy	2,245 +44	+2%	+$16.3K	0.06%	158
2025 Q3	$804K	Buy	2,201 +4	+0.2%	+$1.41K	0.06%	148
2025 Q2	$746K	Sell	2,197 -36	-2%	-$11.3K	0.06%	143
2025 Q1	$685K	Sell	2,233 -22	-1%	-$7.11K	0.06%	138
2024 Q4	$726K	Sell	2,255 -65	-3%	-$21.1K	0.07%	135
2024 Q3	$729K	Buy	2,320 +945	+69%	+$286K	0.07%	135
2024 Q2	$409K	Buy	1,375 +61	+5%	+$17.5K	0.04%	153
2024 Q1	$378K	Hold	1,314	–	–	0.04%	157
2023 Q4	$345K	Sell	1,314 -46	-3%	-$11.3K	0.04%	142
2023 Q3	$319K	Hold	1,360	–	–	0.05%	125
2023 Q2	$331K	Buy	1,360 +118	+10%	+$27.2K	0.05%	126
2023 Q1	$280K	Sell	1,242 -43	-3%	-$9.46K	0.04%	132
2022 Q4	$271K	Buy	1,285 +110	+9%	+$23.3K	0.04%	133
2022 Q3	$232K	Hold	1,175	–	–	0.04%	138
2022 Q2	$244K	Sell	1,175 -23	-2%	-$5.2K	0.04%	144
2022 Q1	$300K	Buy	+1,198	New	+$296K	0.04%	134

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

First American Trust's IWB Position: Q1 2026 in Review

First American Trust increased its iShares Russell 1000 ETF (IWB) stake by 12% in Q1 2026, buying an estimated $99.9K and bringing the position to 2,513 shares worth $896K. The position accounts for 0.06% of the portfolio, ranked #163.

First American Trust first reported a position in IWB in Q1 2022 and has held it in 17 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

First American Trust held 2,513 shares of iShares Russell 1000 ETF worth $896K as of Q1 2026.
First American Trust bought 268 iShares Russell 1000 ETF shares in Q1 2026, an estimated $99.9K.
iShares Russell 1000 ETF made up 0.06% of First American Trust's portfolio in Q1 2026, its #163 holding.
First American Trust first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 17 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.