InvesTrust
IWB icon

InvesTrust’s iShares Russell 1000 ETF IWB Stock Holding History

InvesTrust’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
Q3 		$226K Sell
544
-50
-8% -$20.8K 0.09% 90
2026
Q2 		$243K Sell
594
-1
-0.2% -$396 0.09% 93
2026
Q1 		$212K Hold
595
– – 0.09% 91
2025
Q4 		$222K Buy
+595
New +$220K 0.09% 94

Other funds holding IWB

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

InvesTrust's IWB Position: Q3 2026 in Review

InvesTrust reduced its iShares Russell 1000 ETF (IWB) stake by 8.4% in Q3 2026, selling an estimated $20.8K and leaving 544 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #90.

InvesTrust first reported a position in IWB in Q4 2025 and has held it in 4 quarters since. The position peaked at $243K in Q2 2026. 743 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • InvesTrust held 544 shares of iShares Russell 1000 ETF worth $226K as of Q3 2026.
  • InvesTrust sold 50 iShares Russell 1000 ETF shares in Q3 2026, an estimated $20.8K.
  • iShares Russell 1000 ETF made up 0.09% of InvesTrust's portfolio in Q3 2026, its #90 holding.
  • InvesTrust first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 4 quarters since.
  • InvesTrust's iShares Russell 1000 ETF position peaked at $243K in Q2 2026.
  • 743 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.