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Norden Group’s iShares Russell 1000 ETF IWB Stock Holding History

Norden Group’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 		$703K Buy
1,973
+1
+0.1% +$373 0.07% 257
2025
Q4 		$736K Buy
1,972
+1
+0.1% +$370 0.07% 251
2025
Q3 		$720K Buy
1,971
+858
+77% +$302K 0.07% 265
2025
Q2 		$378K Hold
1,113
– – 0.04% 402
2025
Q1 		$341K Hold
1,113
– – 0.04% 396
2024
Q4 		$358K Hold
1,113
– – 0.04% 379
2024
Q3 		$350K Buy
+1,113
New +$337K 0.04% 379

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

Norden Group's IWB Position: Q1 2026 in Review

Norden Group increased its iShares Russell 1000 ETF (IWB) stake by 0.05% in Q1 2026, buying an estimated $373 and bringing the position to 1,973 shares worth $703K. The position accounts for 0.07% of the portfolio, ranked #257.

Norden Group first reported a position in IWB in Q3 2024 and has held it in 7 quarters since. The position peaked at $736K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Norden Group held 1,973 shares of iShares Russell 1000 ETF worth $703K as of Q1 2026.
  • Norden Group bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
  • iShares Russell 1000 ETF made up 0.07% of Norden Group's portfolio in Q1 2026, its #257 holding.
  • Norden Group first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 7 quarters since.
  • Norden Group's iShares Russell 1000 ETF position peaked at $736K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.