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Fort Sheridan Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Fort Sheridan Advisors’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 		$209K Hold
585
– – 0.03% 272
2025
Q4 		$218K Hold
585
– – 0.03% 252
2025
Q3 		$214K Hold
585
– – 0.03% 256
2025
Q2 		$199K Buy
+585
New +$184K 0.03% 245

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

Fort Sheridan Advisors's IWB Position: Q1 2026 in Review

Fort Sheridan Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 585 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #272.

Fort Sheridan Advisors first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $218K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Fort Sheridan Advisors held 585 shares of iShares Russell 1000 ETF worth $209K as of Q1 2026.
  • Fort Sheridan Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.03% of Fort Sheridan Advisors's portfolio in Q1 2026, its #272 holding.
  • Fort Sheridan Advisors first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Fort Sheridan Advisors's iShares Russell 1000 ETF position peaked at $218K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.