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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
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

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

InvesTrust's IWB Position: Q2 2026 in Review

InvesTrust reduced its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, selling an estimated $396 and leaving 594 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #93.

InvesTrust first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • InvesTrust held 594 shares of iShares Russell 1000 ETF worth $243K as of Q2 2026.
  • InvesTrust sold 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
  • iShares Russell 1000 ETF made up 0.09% of InvesTrust's portfolio in Q2 2026, its #93 holding.
  • InvesTrust first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.