Hirtle Callaghan & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Hirtle Callaghan & Co’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	$6.27M	Hold	17,595	–	–	0.21%	34
2025 Q4	$6.57M	Sell	17,595 -1,154	-6%	-$427K	0.22%	31
2025 Q3	$6.85M	Sell	18,749 -338	-2%	-$119K	0.24%	29
2025 Q2	$6.48M	Buy	19,087 +203	+1%	+$63.7K	0.25%	31
2025 Q1	$5.79M	Buy	18,884 +382	+2%	+$124K	0.23%	34
2024 Q4	$5.96M	Hold	18,502	–	–	0.25%	35
2024 Q3	$5.82M	Buy	18,502 +522	+3%	+$158K	0.24%	35
2024 Q2	$5.35M	Sell	17,980 -180	-1%	-$51.7K	0.23%	34
2024 Q1	$5.23M	Buy	18,160 +180	+1%	+$49.3K	0.22%	36
2023 Q4	$4.72M	Hold	17,980	–	–	0.22%	36
2023 Q3	$4.22M	Sell	17,980 -211	-1%	-$51.7K	0.21%	36
2023 Q2	$4.43M	Hold	18,191	–	–	0.21%	37
2023 Q1	$4.1M	Buy	18,191 +1,801	+11%	+$396K	0.2%	35
2022 Q4	$3.45M	Buy	16,390 +291	+2%	+$61.6K	0.21%	41
2022 Q3	$3.18M	Hold	16,099	–	–	0.23%	38
2022 Q2	$3.35M	Hold	16,099	–	–	0.2%	38
2022 Q1	$4.03M	Buy	16,099 +442	+3%	+$109K	0.19%	37
2021 Q4	$4.14M	Sell	15,657 -70	-0.4%	-$18K	0.21%	29
2021 Q3	$3.8M	Buy	15,727 +70	+0.4%	+$17.4K	0.21%	24
2021 Q2	$3.79M	Hold	15,657	–	–	0.22%	23
2021 Q1	$3.5M	Buy	15,657 +2,368	+18%	+$518K	0.23%	23
2020 Q4	$2.81M	Buy	13,289 +4,694	+55%	+$937K	0.21%	21
2020 Q3	$1.61M	Buy	8,595 +4,914	+133%	+$908K	0.12%	23
2020 Q2	$632K	Buy	+3,681	New	+$596K	0.04%	32
2019 Q1	–	Sell	-54,154	Closed	-$7.51M	–	99
2018 Q4	$7.51M	Hold	54,154	–	–	0.65%	14
2018 Q3	$8.76M	Hold	54,154	–	–	0.77%	12
2018 Q2	$8.23M	Hold	54,154	–	–	0.76%	12
2018 Q1	$7.95M	Hold	54,154	–	–	0.74%	12
2017 Q4	$8.05M	Hold	54,154	–	–	0.74%	12
2017 Q3	$7.58M	Buy	+54,154	New	+$7.43M	0.75%	12
2016 Q4	–	Sell	-54,154	Closed	-$6.52M	–	176
2016 Q3	$6.52M	Hold	54,154	–	–	1.35%	9
2016 Q2	$6.33M	Hold	54,154	–	–	1.18%	10
2016 Q1	$6.18M	Buy	+54,154	New	+$5.85M	1.16%	9
2015 Q2	–	Sell	-54,154	Closed	-$6.27M	–	175
2015 Q1	$6.27M	Hold	54,154	–	–	3.5%	5
2014 Q4	$6.21M	Hold	54,154	–	–	1.44%	11
2014 Q3	$5.95M	Hold	54,154	–	–	0.99%	17
2014 Q2	$5.96M	Sell	54,154 -2,500	-4%	-$266K	0.83%	23
2014 Q1	$5.94M	Hold	56,654	–	–	0.98%	17
2013 Q4	$5.84M	Hold	56,654	–	–	0.78%	17
2013 Q3	$5.33M	Buy	+56,654	New	+$5.3M	0.86%	18

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

Hirtle Callaghan & Co's IWB Position: Q1 2026 in Review

Hirtle Callaghan & Co held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 17,595 shares worth $6.27M. The position accounts for 0.21% of the portfolio, ranked #34.

Hirtle Callaghan & Co first reported a position in IWB in Q3 2013 and has held it in 40 quarters since. The position peaked at $8.76M in Q3 2018. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Hirtle Callaghan & Co held 17,595 shares of iShares Russell 1000 ETF worth $6.27M as of Q1 2026.
Hirtle Callaghan & Co left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.21% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #34 holding.
Hirtle Callaghan & Co first reported a position in iShares Russell 1000 ETF in Q3 2013 and has held it in 40 quarters since.
Hirtle Callaghan & Co's iShares Russell 1000 ETF position peaked at $8.76M in Q3 2018.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.