First Manhattan’s iShares Russell 1000 ETF IWB Stock Holding History

First Manhattan’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	$431K	Sell	1,209 -40	-3%	-$14.9K	﹤0.01%	593
2025 Q4	$466K	Sell	1,249 -155	-11%	-$57.4K	﹤0.01%	571
2025 Q3	$513K	Hold	1,404	–	–	﹤0.01%	544
2025 Q2	$477K	Sell	1,404 -80	-5%	-$25.1K	﹤0.01%	545
2025 Q1	$455K	Buy	1,484 +260	+21%	+$84.1K	﹤0.01%	518
2024 Q4	$394K	Hold	1,224	–	–	﹤0.01%	548
2024 Q3	$385K	Hold	1,224	–	–	﹤0.01%	539
2024 Q2	$364K	Hold	1,224	–	–	﹤0.01%	535
2024 Q1	$353K	Hold	1,224	–	–	﹤0.01%	564
2023 Q4	$321K	Hold	1,224	–	–	﹤0.01%	557
2023 Q3	$288K	Hold	1,224	–	–	﹤0.01%	592
2023 Q2	$298K	Hold	1,224	–	–	﹤0.01%	586
2023 Q1	$276K	Buy	1,224 +145	+13%	+$31.9K	﹤0.01%	617
2022 Q4	$227K	Sell	1,079 -290	-21%	-$61.4K	﹤0.01%	667
2022 Q3	$270K	Hold	1,369	–	–	﹤0.01%	634
2022 Q2	$284K	Sell	1,369 -25	-2%	-$5.65K	﹤0.01%	645
2022 Q1	$348K	Hold	1,394	–	–	﹤0.01%	654
2021 Q4	$368K	Sell	1,394 -244	-15%	-$62.8K	﹤0.01%	628
2021 Q3	$395K	Buy	1,638 +1,414	+631%	+$352K	﹤0.01%	611
2021 Q2	$54K	Hold	224	–	–	﹤0.01%	971
2021 Q1	$50K	Buy	+224	New	+$49K	﹤0.01%	961
2016 Q1	–	Sell	-233	Closed	-$26K	–	1427
2015 Q4	$26K	Sell	233 -280	-55%	-$32K	﹤0.01%	1046
2015 Q3	$54K	Hold	513	–	–	﹤0.01%	921
2015 Q2	$59K	Sell	513 -169	-25%	-$19.9K	﹤0.01%	932
2015 Q1	$79K	Hold	682	–	–	﹤0.01%	875
2014 Q4	$78K	Hold	682	–	–	﹤0.01%	889
2014 Q3	$74K	Sell	682 -350	-34%	-$38.7K	﹤0.01%	878
2014 Q2	$113K	Hold	1,032	–	–	﹤0.01%	785
2014 Q1	$108K	Hold	1,032	–	–	﹤0.01%	787
2013 Q4	$106K	Buy	1,032 +280	+37%	+$27.7K	﹤0.01%	788
2013 Q3	$70K	Hold	752	–	–	﹤0.01%	862
2013 Q2	$70K	Buy	+752	New	+$67.3K	﹤0.01%	862

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 Manhattan's IWB Position: Q1 2026 in Review

First Manhattan reduced its iShares Russell 1000 ETF (IWB) stake by 3.2% in Q1 2026, selling an estimated $14.9K and leaving 1,209 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

First Manhattan first reported a position in IWB in Q2 2013 and has held it in 32 quarters since. The position peaked at $513K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

First Manhattan held 1,209 shares of iShares Russell 1000 ETF worth $431K as of Q1 2026.
First Manhattan sold 40 iShares Russell 1000 ETF shares in Q1 2026, an estimated $14.9K.
iShares Russell 1000 ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #593 holding.
First Manhattan first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 32 quarters since.
First Manhattan's iShares Russell 1000 ETF position peaked at $513K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.