Independence Bank of Kentucky’s iShares Russell 1000 ETF IWB Stock Holding History

Independence Bank of Kentucky’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	$1.13M	Buy	2,770 +2,302	+492%	+$912K	0.13%	143
2026 Q1	$167K	Sell	468 -100	-18%	-$37.3K	0.02%	298
2025 Q4	$212K	Buy	568 +195	+52%	+$72.2K	0.03%	281
2025 Q3	$136K	Hold	373	–	–	0.02%	322
2025 Q2	$127K	Sell	373 -60	-14%	-$18.8K	0.02%	323
2025 Q1	$133K	Buy	433 +155	+56%	+$50.1K	0.02%	319
2024 Q4	$89.6K	Hold	278	–	–	0.01%	352
2024 Q3	$87.4K	Buy	+278	New	+$84.2K	0.02%	339

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Independence Bank of Kentucky's IWB Position: Q2 2026 in Review

Independence Bank of Kentucky increased its iShares Russell 1000 ETF (IWB) stake by 492% in Q2 2026, buying an estimated $912K and bringing the position to 2,770 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #143.

Independence Bank of Kentucky first reported a position in IWB in Q3 2024 and has held it in 8 quarters since. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Independence Bank of Kentucky held 2,770 shares of iShares Russell 1000 ETF worth $1.13M as of Q2 2026.
Independence Bank of Kentucky bought 2,302 iShares Russell 1000 ETF shares in Q2 2026, an estimated $912K.
iShares Russell 1000 ETF made up 0.13% of Independence Bank of Kentucky's portfolio in Q2 2026, its #143 holding.
Independence Bank of Kentucky first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 8 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.