Mechanics Bank - Trust Department’s iShares Russell 1000 ETF IWB Stock Holding History

Mechanics Bank - Trust Department’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	$778K	Hold	1,900	–	–	0.1%	142
2026 Q1	$677K	Hold	1,900	–	–	0.09%	139
2025 Q4	$710K	Hold	1,900	–	–	0.09%	137
2025 Q3	$694K	Hold	1,900	–	–	0.1%	134
2025 Q2	$645K	Hold	1,900	–	–	0.09%	140
2025 Q1	$583K	Hold	1,900	–	–	0.08%	152
2024 Q4	$612K	Hold	1,900	–	–	0.08%	147
2024 Q3	$597K	Buy	+1,900	New	+$575K	0.08%	148
2019 Q4	–	Sell	-179	Closed	-$29K	–	198
2019 Q3	$29K	Buy	+179	New	+$29.4K	0.01%	205

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 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 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

Mechanics Bank - Trust Department's IWB Position: Q2 2026 in Review

Mechanics Bank - Trust Department held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,900 shares worth $778K. The position accounts for 0.1% of the portfolio, ranked #142.

Mechanics Bank - Trust Department first reported a position in IWB in Q3 2019 and has held it in 9 quarters since. 693 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Mechanics Bank - Trust Department held 1,900 shares of iShares Russell 1000 ETF worth $778K as of Q2 2026.
Mechanics Bank - Trust Department left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.1% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #142 holding.
Mechanics Bank - Trust Department first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 9 quarters since.
693 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.