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Greenleaf Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Greenleaf Trust’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
Q2 		$1.2M Hold
2,932
– – 0.01% 314
2026
Q1 		$1.05M Hold
2,932
– – 0.01% 324
2025
Q4 		$1.09M Sell
2,932
-35
-1% -$13K 0.01% 311
2025
Q3 		$1.08M Sell
2,967
-2
-0.1% -$704 0.01% 306
2025
Q2 		$1.01M Buy
2,969
+30
+1% +$9.42K 0.01% 309
2025
Q1 		$902K Hold
2,939
– – 0.01% 354
2024
Q4 		$947K Hold
2,939
– – 0.01% 339
2024
Q3 		$924K Hold
2,939
– – 0.01% 350
2024
Q2 		$874K Buy
2,939
+7
+0.2% +$2.01K 0.01% 328
2024
Q1 		$845K Hold
2,932
– – 0.01% 334
2023
Q4 		$769K Buy
2,932
+223
+8% +$54.6K 0.01% 339
2023
Q3 		$636K Hold
2,709
– – 0.01% 370
2023
Q2 		$660K Hold
2,709
– – 0.01% 382
2023
Q1 		$610K Hold
2,709
– – 0.01% 394
2022
Q4 		$570K Hold
2,709
– – 0.01% 408
2022
Q3 		$535K Hold
2,709
– – 0.01% 380
2022
Q2 		$563K Hold
2,709
– – 0.01% 359
2022
Q1 		$677K Hold
2,709
– – 0.01% 332
2021
Q4 		$716K Hold
2,709
– – 0.01% 323
2021
Q3 		$655K Buy
+2,709
New +$673K 0.01% 322

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Greenleaf Trust's IWB Position: Q2 2026 in Review

Greenleaf Trust held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,932 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #314.

Greenleaf Trust first reported a position in IWB in Q3 2021 and has held it in 20 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Greenleaf Trust held 2,932 shares of iShares Russell 1000 ETF worth $1.2M as of Q2 2026.
  • Greenleaf Trust left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #314 holding.
  • Greenleaf Trust first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.