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
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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Logan Capital Management's IWB Position: Q4 2025 in Review

Logan Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 71 shares — an estimated $25.9K sold.

Logan Capital Management first reported a position in IWB in Q4 2018 and held it in 20 quarters. The position peaked at $794K in Q4 2018. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Logan Capital Management reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 71 iShares Russell 1000 ETF shares in Q4 2025, an estimated $25.9K.
Logan Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 20 quarters.
Logan Capital Management's iShares Russell 1000 ETF position peaked at $794K in Q4 2018.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.