Logan Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Logan Capital 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	$29.1K	Buy	+71	New	+$28.1K	﹤0.01%	329
2025 Q4	–	Sell	-71	Closed	-$25.9K	–	383
2025 Q3	$25.9K	Hold	71	–	–	﹤0.01%	330
2025 Q2	$24.1K	Sell	71 -560	-89%	-$176K	﹤0.01%	328
2025 Q1	$194K	Hold	631	–	–	0.01%	280
2024 Q4	$203K	Buy	631 +71	+13%	+$23K	0.01%	284
2024 Q3	$176K	Hold	560	–	–	0.01%	294
2024 Q2	$167K	Buy	560 +10	+2%	+$2.87K	0.01%	294
2024 Q1	$158K	Hold	550	–	–	0.01%	294
2023 Q4	$144K	Hold	550	–	–	0.01%	305
2023 Q3	$129K	Hold	550	–	–	0.01%	304
2023 Q2	$134K	Hold	550	–	–	0.01%	298
2023 Q1	$124K	Hold	550	–	–	0.01%	309
2022 Q4	$116K	Hold	550	–	–	0.01%	308
2022 Q3	$109K	Hold	550	–	–	0.01%	298
2022 Q2	$114K	Hold	550	–	–	0.01%	303
2022 Q1	$138K	Hold	550	–	–	0.01%	299
2021 Q4	$145K	Hold	550	–	–	0.01%	305
2021 Q3	$133K	Hold	550	–	–	0.01%	307
2021 Q2	$133K	Buy	550 +275	+100%	+$64.8K	0.01%	304
2021 Q1	$62K	Buy	+275	New	+$60.2K	﹤0.01%	328
2019 Q1	–	Sell	-5,725	Closed	-$794K	–	291
2018 Q4	$794K	Buy	+5,725	New	+$856K	0.06%	189

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Logan Capital Management's IWB Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 71 shares worth $29.1K. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IWB as recently as Q3 2025.

Logan Capital Management first reported a position in IWB in Q4 2018 and has held it in 21 quarters since. The position peaked at $794K in Q4 2018. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Logan Capital Management held 71 shares of iShares Russell 1000 ETF worth $29.1K as of Q2 2026.
iShares Russell 1000 ETF was a new Logan Capital Management position in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #329 holding.
Logan Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 21 quarters since.
Logan Capital Management's iShares Russell 1000 ETF position peaked at $794K in Q4 2018.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.