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 Q3	$1.88M	Hold	4,523	–	–	0.1%	90
2026 Q2	$1.85M	Hold	4,523	–	–	0.1%	90
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Grandfield & Dodd's IWB Position: Q3 2026 in Review

Grandfield & Dodd held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 4,523 shares worth $1.88M. The position accounts for 0.1% of the portfolio, ranked #90.

Grandfield & Dodd first reported a position in IWB in Q1 2022 and has held it in 19 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Grandfield & Dodd held 4,523 shares of iShares Russell 1000 ETF worth $1.88M as of Q3 2026.
Grandfield & Dodd left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.1% of Grandfield & Dodd's portfolio in Q3 2026, its #90 holding.
Grandfield & Dodd first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 19 quarters since.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Grandfield & Dodd's 13F filing for Q3 2026, filed 29 Oct 2026.