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Midwest Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Midwest Trust’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
Q1 		$4.84M Buy
13,581
+1,378
+11% +$513K 0.06% 212
2025
Q4 		$4.56M Buy
12,203
+915
+8% +$339K 0.06% 215
2025
Q3 		$4.13M Buy
11,288
+2,583
+30% +$910K 0.05% 225
2025
Q2 		$2.96M Buy
+8,705
New +$2.73M 0.04% 248

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Midwest Trust's IWB Position: Q1 2026 in Review

Midwest Trust increased its iShares Russell 1000 ETF (IWB) stake by 11% in Q1 2026, buying an estimated $513K and bringing the position to 13,581 shares worth $4.84M. The position accounts for 0.06% of the portfolio, ranked #212.

Midwest Trust first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Midwest Trust held 13,581 shares of iShares Russell 1000 ETF worth $4.84M as of Q1 2026.
  • Midwest Trust bought 1,378 iShares Russell 1000 ETF shares in Q1 2026, an estimated $513K.
  • iShares Russell 1000 ETF made up 0.06% of Midwest Trust's portfolio in Q1 2026, its #212 holding.
  • Midwest Trust first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.