KTC
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Kentucky Trust Company’s iShares Russell 1000 ETF IWB Stock Holding History

Kentucky Trust Company’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 		$6.14K Hold
15
– – ﹤0.01% 275
2026
Q1 		$5.35K Hold
15
– – ﹤0.01% 272
2025
Q4 		$5.6K Hold
15
– – ﹤0.01% 275
2025
Q3 		$5.48K Hold
15
– – ﹤0.01% 268
2025
Q2 		$5.09K Buy
+15
New +$4.71K ﹤0.01% 270

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Kentucky Trust Company's IWB Position: Q2 2026 in Review

Kentucky Trust Company held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 15 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Kentucky Trust Company first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 440 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Kentucky Trust Company held 15 shares of iShares Russell 1000 ETF worth $6.14K as of Q2 2026.
  • Kentucky Trust Company left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of Kentucky Trust Company's portfolio in Q2 2026, its #275 holding.
  • Kentucky Trust Company first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.