First Business Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

First Business Financial Services’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	$1.51M	Hold	4,244	–	–	0.13%	68
2025 Q4	$1.58M	Hold	4,244	–	–	0.15%	61
2025 Q3	$1.55M	Sell	4,244 -1,334	-24%	-$470K	0.14%	64
2025 Q2	$1.89M	Hold	5,578	–	–	0.17%	59
2025 Q1	$1.71M	Hold	5,578	–	–	0.17%	62
2024 Q4	$1.8M	Hold	5,578	–	–	0.18%	58
2024 Q3	$1.75M	Hold	5,578	–	–	0.18%	53
2024 Q2	$1.66M	Hold	5,578	–	–	0.18%	52
2024 Q1	$1.61M	Hold	5,578	–	–	0.17%	53
2023 Q4	$1.46M	Hold	5,578	–	–	0.17%	54
2023 Q3	$1.31M	Hold	5,578	–	–	0.17%	62
2023 Q2	$1.36M	Hold	5,578	–	–	0.17%	61
2023 Q1	$1.26M	Hold	5,578	–	–	0.16%	63
2022 Q4	$1.17M	Hold	5,578	–	–	0.16%	64
2022 Q3	$1.1M	Sell	5,578 -80	-1%	-$17.5K	0.16%	57
2022 Q2	$1.18M	Buy	5,658 +80	+1%	+$18.1K	0.16%	59
2022 Q1	$1.4M	Hold	5,578	–	–	0.15%	55
2021 Q4	$1.48M	Hold	5,578	–	–	0.16%	50
2021 Q3	$1.35M	Hold	5,578	–	–	0.15%	42
2021 Q2	$1.35M	Sell	5,578 -200	-3%	-$47.1K	0.16%	41
2021 Q1	$1.29M	Buy	5,778 +1,844	+47%	+$404K	0.17%	32
2020 Q4	$833K	Hold	3,934	–	–	0.12%	49
2020 Q3	$736K	Sell	3,934 -290	-7%	-$53.6K	0.12%	47
2020 Q2	$725K	Hold	4,224	–	–	0.13%	45
2020 Q1	$598K	Hold	4,224	–	–	0.12%	48
2019 Q4	$754K	Hold	4,224	–	–	0.12%	50
2019 Q3	$695K	Hold	4,224	–	–	0.12%	50
2019 Q2	$688K	Hold	4,224	–	–	0.12%	50
2019 Q1	$664K	Hold	4,224	–	–	0.12%	50
2018 Q4	$586K	Buy	4,224 +1,624	+62%	+$243K	0.1%	76
2018 Q3	$420K	Hold	2,600	–	–	0.07%	82
2018 Q2	$395K	Hold	2,600	–	–	0.07%	67
2018 Q1	$382K	Hold	2,600	–	–	0.07%	66
2017 Q4	$386K	Hold	2,600	–	–	0.07%	67
2017 Q3	$364K	Hold	2,600	–	–	0.07%	68
2017 Q2	$352K	Hold	2,600	–	–	0.07%	66
2017 Q1	$341K	Sell	2,600 -191,308	-99%	-$24.8M	0.07%	69
2016 Q4	$24.1M	Buy	193,908 +9,080	+5%	+$1.1M	5.59%	5
2016 Q3	$22.3M	Buy	184,828 +2,859	+2%	+$344K	5.44%	5
2016 Q2	$21.3M	Buy	181,969 +13,376	+8%	+$1.54M	5.47%	5
2016 Q1	$19.2M	Buy	+168,593	New	+$18.2M	5.24%	5
2015 Q3	–	Sell	-156,172	Closed	-$18.1M	–	79
2015 Q2	$18.1M	Buy	+156,172	New	+$18.4M	5.26%	6

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 Business Financial Services's IWB Position: Q1 2026 in Review

First Business Financial Services held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 4,244 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #68.

First Business Financial Services first reported a position in IWB in Q2 2015 and has held it in 42 quarters since. The position peaked at $24.1M in Q4 2016. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

First Business Financial Services held 4,244 shares of iShares Russell 1000 ETF worth $1.51M as of Q1 2026.
First Business Financial Services left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.13% of First Business Financial Services's portfolio in Q1 2026, its #68 holding.
First Business Financial Services first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 42 quarters since.
First Business Financial Services's iShares Russell 1000 ETF position peaked at $24.1M in Q4 2016.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.