Indiana Trust & Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Indiana Trust & Investment 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 Q2	$10.5M	Hold	25,598	–	–	2.87%	9
2026 Q1	$9.13M	Hold	25,598	–	–	2.82%	8
2025 Q4	$9.56M	Hold	25,598	–	–	2.82%	8
2025 Q3	$9.36M	Hold	25,598	–	–	2.85%	7
2025 Q2	$8.69M	Hold	25,598	–	–	2.88%	8
2025 Q1	$7.85M	Hold	25,598	–	–	2.84%	6
2024 Q4	$8.25M	Hold	25,598	–	–	2.81%	7
2024 Q3	$8.05M	Hold	25,598	–	–	2.75%	6
2024 Q2	$7.62M	Hold	25,598	–	–	2.8%	6
2024 Q1	$7.37M	Hold	25,598	–	–	2.97%	6
2023 Q4	$6.71M	Hold	25,598	–	–	3.03%	5
2023 Q3	$6.01M	Buy	25,598 +84	+0.3%	+$20.6K	3.04%	5
2023 Q2	$6.22M	Hold	25,514	–	–	3.18%	7
2023 Q1	$5.75M	Hold	25,514	–	–	3.11%	6
2022 Q4	$5.37K	Hold	25,514	–	–	3.03%	7
2022 Q3	$5.04M	Hold	25,514	–	–	3.06%	7
2022 Q2	$5.3M	Hold	25,514	–	–	2.96%	7
2022 Q1	$6.38M	Hold	25,514	–	–	3.07%	8
2021 Q4	$6.75M	Hold	25,514	–	–	3.12%	7
2021 Q3	$6.17M	Hold	25,514	–	–	3.1%	7
2021 Q2	$5.41M	Hold	25,514	–	–	2.96%	8
2021 Q1	$5.71M	Hold	25,514	–	–	3.05%	8
2020 Q4	$5.41M	Hold	25,514	–	–	2.96%	8
2020 Q3	$4.78M	Hold	25,514	–	–	2.85%	8
2020 Q2	$4.38M	Hold	25,514	–	–	2.72%	8
2020 Q1	$3.61M	Hold	25,514	–	–	2.57%	8
2019 Q4	$4.55M	Hold	25,514	–	–	2.54%	8
2019 Q3	$4.2M	Hold	25,514	–	–	2.35%	9
2019 Q2	$4.15M	Hold	25,514	–	–	2.28%	8
2019 Q1	$4.01M	Hold	25,514	–	–	2.08%	10
2018 Q4	$3.54M	Buy	25,514 +2,975	+13%	+$445K	1.98%	10
2018 Q3	$3.65M	Hold	22,539	–	–	1.66%	12
2018 Q2	$3.42M	Buy	22,539 +1,739	+8%	+$262K	1.63%	12
2018 Q1	$3.06M	Hold	20,800	–	–	1.42%	13
2017 Q4	$3.09M	Hold	20,800	–	–	1.43%	14
2017 Q3	$2.91M	Sell	20,800 -1,500	-7%	-$206K	1.4%	12
2017 Q2	$3.02M	Hold	22,300	–	–	1.48%	13
2017 Q1	$2.93M	Hold	22,300	–	–	1.46%	15
2016 Q4	$2.77M	Hold	22,300	–	–	1.44%	16
2016 Q3	$2.69M	Sell	22,300 -1,500	-6%	-$180K	1.34%	17
2016 Q2	$2.78M	Buy	23,800 +3,900	+20%	+$450K	1.4%	16
2016 Q1	$2.27M	Buy	19,900 +3,100	+18%	+$335K	1.2%	20
2015 Q4	$1.93M	Sell	16,800 -3,100	-16%	-$354K	1%	27
2015 Q3	$2.13M	Buy	19,900 +3,600	+22%	+$409K	1.22%	18
2015 Q2	$1.89M	Sell	16,300 -500	-3%	-$59K	0.98%	29
2015 Q1	$1.95M	Hold	16,800	–	–	0.99%	29
2014 Q4	$1.93M	Hold	16,800	–	–	1%	27
2014 Q3	$1.85M	Hold	16,800	–	–	0.97%	29
2014 Q2	$1.85M	Hold	16,800	–	–	1.07%	27
2014 Q1	$1.76M	Hold	16,800	–	–	1.09%	26
2013 Q4	$1.73M	Hold	16,800	–	–	0.99%	28
2013 Q3	$1.58M	Hold	16,800	–	–	0.95%	30
2013 Q2	$1.51M	Buy	+16,800	New	+$1.5M	1.25%	29

Other funds holding IWB

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

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Indiana Trust & Investment Management's IWB Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 25,598 shares worth $10.5M. The position accounts for 2.87% of the portfolio, ranked #9.

Indiana Trust & Investment Management first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 815 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Indiana Trust & Investment Management held 25,598 shares of iShares Russell 1000 ETF worth $10.5M as of Q2 2026.
Indiana Trust & Investment Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 2.87% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #9 holding.
Indiana Trust & Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
815 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.