Grant Street Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Grant Street Asset Management’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	$428K	Buy	+1,199	New	+$447K	0.08%	58
2023 Q3	–	Sell	-7,195	Closed	-$1.75M	–	64
2023 Q2	$1.75M	Buy	+7,195	New	+$1.66M	0.66%	19

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 $424B AUM 22.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Grant Street Asset Management's IWB Position: Q1 2026 in Review

Grant Street Asset Management opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 1,199 shares worth $428K. The stake represents 0.08% of the portfolio and ranks #58 among its holdings. This is a return to the name: Grant Street Asset Management previously reported a position in IWB as recently as Q2 2023.

Grant Street Asset Management first reported a position in IWB in Q2 2023 and has held it in 2 quarters since. The position peaked at $1.75M in Q2 2023. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Grant Street Asset Management held 1,199 shares of iShares Russell 1000 ETF worth $428K as of Q1 2026.
iShares Russell 1000 ETF was a new Grant Street Asset Management position in Q1 2026.
iShares Russell 1000 ETF made up 0.08% of Grant Street Asset Management's portfolio in Q1 2026, its #58 holding.
Grant Street Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 2 quarters since.
Grant Street Asset Management's iShares Russell 1000 ETF position peaked at $1.75M in Q2 2023.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Grant Street Asset Management's 13F filing for Q1 2026, filed 7 May 2026.