Grandfield & Dodd’s iShares Russell 1000 ETF IWB Stock Holding History

Grandfield & Dodd’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	$1.61M	Hold	4,523	–	–	0.09%	95
2025 Q4	$1.69M	Hold	4,523	–	–	0.1%	95
2025 Q3	$1.65M	Hold	4,523	–	–	0.09%	98
2025 Q2	$1.54M	Hold	4,523	–	–	0.09%	97
2025 Q1	$1.39M	Buy	4,523 +800	+21%	+$259K	0.09%	97
2024 Q4	$1.2M	Hold	3,723	–	–	0.07%	102
2024 Q3	$1.17M	Hold	3,723	–	–	0.07%	103
2024 Q2	$1.11M	Hold	3,723	–	–	0.07%	105
2024 Q1	$1.07M	Hold	3,723	–	–	0.07%	105
2023 Q4	$976K	Hold	3,723	–	–	0.07%	105
2023 Q3	$875K	Hold	3,723	–	–	0.06%	108
2023 Q2	$908K	Hold	3,723	–	–	0.06%	107
2023 Q1	$839K	Hold	3,723	–	–	0.06%	113
2022 Q4	$784K	Sell	3,723 -841	-18%	-$178K	0.06%	117
2022 Q3	$900K	Hold	4,564	–	–	0.07%	99
2022 Q2	$950K	Buy	4,564 +167	+4%	+$37.7K	0.07%	100
2022 Q1	$1.1M	Buy	+4,397	New	+$1.09M	0.07%	98

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

Grandfield & Dodd's IWB Position: Q1 2026 in Review

Grandfield & Dodd held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 4,523 shares worth $1.61M. The position accounts for 0.09% of the portfolio, ranked #95.

Grandfield & Dodd first reported a position in IWB in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.69M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Grandfield & Dodd held 4,523 shares of iShares Russell 1000 ETF worth $1.61M as of Q1 2026.
Grandfield & Dodd left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.09% of Grandfield & Dodd's portfolio in Q1 2026, its #95 holding.
Grandfield & Dodd first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 17 quarters since.
Grandfield & Dodd's iShares Russell 1000 ETF position peaked at $1.69M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.