MBT
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Montecito Bank & Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Montecito Bank & 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
Q2 		$1.37M Sell
3,344
-60
-2% -$23.8K 0.2% 108
2026
Q1 		$1.21M Sell
3,404
-220
-6% -$82K 0.2% 115
2025
Q4 		$1.35M Sell
3,624
-75
-2% -$27.8K 0.22% 104
2025
Q3 		$1.35M Buy
+3,699
New +$1.3M 0.21% 112
2025
Q1 		$1.29M Sell
4,193
-931
-18% -$301K 0.23% 100
2024
Q4 		$1.65M Sell
5,124
-1,635
-24% -$530K 0.29% 79
2024
Q3 		$2.12M Sell
6,759
-997
-13% -$302K 0.36% 62
2024
Q2 		$2.31M Sell
7,756
-2,618
-25% -$752K 0.47% 49
2024
Q1 		$2.99M Buy
10,374
+21
+0.2% +$5.75K 0.6% 39
2023
Q4 		$2.72M Buy
10,353
+1,172
+13% +$287K 0.58% 42
2023
Q3 		$2.16M Sell
9,181
-67
-0.7% -$16.4K 0.51% 44
2023
Q2 		$2.25M Buy
9,248
+5,111
+124% +$1.18M 0.51% 45
2023
Q1 		$932K Sell
4,137
-1,457
-26% -$321K 0.22% 115
2022
Q4 		$1.18M Sell
5,594
-90
-2% -$19.1K 0.29% 89
2022
Q3 		$1.12M Sell
5,684
-2,920
-34% -$640K 0.29% 83
2022
Q2 		$1.79M Hold
8,604
– – 0.42% 55
2022
Q1 		$2.15M Hold
8,604
– – 0.4% 64
2021
Q4 		$2.27M Sell
8,604
-145
-2% -$37.3K 0.4% 64
2021
Q3 		$2.12M Buy
8,749
+175
+2% +$43.5K 0.41% 61
2021
Q2 		$2.08M Buy
8,574
+131
+2% +$30.9K 0.4% 64
2021
Q1 		$1.89M Sell
8,443
-2,044
-19% -$448K 0.39% 66
2020
Q4 		$2.22M Buy
10,487
+130
+1% +$25.9K 0.49% 51
2020
Q3 		$1.94M Buy
10,357
+55
+0.5% +$10.2K 0.49% 53
2020
Q2 		$1.77M Hold
10,302
– – 0.49% 51
2020
Q1 		$1.46M Sell
10,302
-6,750
-40% -$1.14M 0.48% 51
2019
Q4 		$3.04M Sell
17,052
-370
-2% -$63.1K 0.82% 28
2019
Q3 		$2.87M Sell
17,422
-340
-2% -$55.8K 0.85% 27
2019
Q2 		$2.89M Buy
17,762
+167
+0.9% +$26.7K 0.87% 24
2019
Q1 		$2.77M Buy
17,595
+10,605
+152% +$1.6M 0.85% 26
2018
Q4 		$970K Buy
6,990
+65
+0.9% +$9.72K 0.34% 74
2018
Q3 		$1.12M Hold
6,925
– – 0.33% 69
2018
Q2 		$1.05M Buy
6,925
+4,440
+179% +$669K 0.34% 62
2018
Q1 		$365K Buy
2,485
+300
+14% +$45.6K 0.12% 140
2017
Q4 		$325K Hold
2,185
– – 0.11% 154
2017
Q3 		$306K Buy
+2,185
New +$300K 0.11% 152
2017
Q1 		– Sell
-5,053
Closed -$629K – 280
2016
Q4 		$629K Buy
+5,053
New +$615K 0.22% 87
2016
Q2 		– Sell
-3,550
Closed -$405K – 181
2016
Q1 		$405K Sell
3,550
-250
-7% -$27K 0.18% 101
2015
Q4 		$431K Buy
3,800
+355
+10% +$40.6K 0.2% 97
2015
Q3 		$369K Sell
3,445
-2,605
-43% -$296K 0.2% 98
2015
Q2 		$701K Hold
6,050
– – 0.35% 58
2015
Q1 		$701K Buy
6,050
+4,035
+200% +$466K 0.35% 58
2014
Q4 		$231K Buy
+2,015
New +$226K 0.12% 143
2014
Q1 		– Sell
-3,561
Closed -$367K – 141
2013
Q4 		$367K Sell
3,561
-8
-0.2% -$791 0.23% 88
2013
Q3 		$336K Sell
3,569
-14,503
-80% -$1.36M 0.22% 87
2013
Q2 		$1.63M Buy
+18,072
New +$1.62M 1.1% 20

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Montecito Bank & Trust's IWB Position: Q2 2026 in Review

Montecito Bank & Trust reduced its iShares Russell 1000 ETF (IWB) stake by 1.8% in Q2 2026, selling an estimated $23.8K and leaving 3,344 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #108.

Montecito Bank & Trust first reported a position in IWB in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.04M in Q4 2019. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Montecito Bank & Trust held 3,344 shares of iShares Russell 1000 ETF worth $1.37M as of Q2 2026.
  • Montecito Bank & Trust sold 60 iShares Russell 1000 ETF shares in Q2 2026, an estimated $23.8K.
  • iShares Russell 1000 ETF made up 0.2% of Montecito Bank & Trust's portfolio in Q2 2026, its #108 holding.
  • Montecito Bank & Trust first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 45 quarters since.
  • Montecito Bank & Trust's iShares Russell 1000 ETF position peaked at $3.04M in Q4 2019.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.