Missouri Trust & Investment Company’s iShares Russell 1000 ETF IWB Stock Holding History

Missouri Trust & Investment 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 Q1	$267K	Hold	750	–	–	0.08%	124
2025 Q4	$280K	Hold	750	–	–	0.08%	119
2025 Q3	$274K	Hold	750	–	–	0.08%	120
2025 Q2	$255K	Sell	750 -300	-29%	-$94.2K	0.08%	118
2025 Q1	$322K	Hold	1,050	–	–	0.11%	110
2024 Q4	$338K	Hold	1,050	–	–	0.12%	109
2024 Q3	$330K	Hold	1,050	–	–	0.12%	112
2024 Q2	$312K	Sell	1,050 -314	-23%	-$90.2K	0.12%	110
2024 Q1	$393K	Sell	1,364 -100	-7%	-$27.4K	0.15%	102
2023 Q4	$384K	Hold	1,464	–	–	0.16%	96
2023 Q3	$344K	Hold	1,464	–	–	0.15%	94
2023 Q2	$357K	Buy	1,464 +700	+92%	+$161K	0.2%	91
2023 Q1	$172K	Hold	764	–	–	0.11%	115
2022 Q4	$161K	Hold	764	–	–	0.1%	118
2022 Q3	$151K	Sell	764 -14	-2%	-$3.07K	0.1%	114
2022 Q2	$162K	Hold	778	–	–	0.11%	110
2022 Q1	$195K	Hold	778	–	–	0.11%	109
2021 Q4	$206K	Buy	+778	New	+$200K	0.12%	105

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 $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Missouri Trust & Investment Company's IWB Position: Q1 2026 in Review

Missouri Trust & Investment Company held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 750 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #124.

Missouri Trust & Investment Company first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $393K in Q1 2024. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Missouri Trust & Investment Company held 750 shares of iShares Russell 1000 ETF worth $267K as of Q1 2026.
Missouri Trust & Investment Company left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.08% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #124 holding.
Missouri Trust & Investment Company first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's iShares Russell 1000 ETF position peaked at $393K in Q1 2024.
1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.