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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
Q2 		$787K Sell
1,921
-52
-3% -$20.6K 0.06% 255
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norden Group's IWB Position: Q2 2026 in Review

Norden Group reduced its iShares Russell 1000 ETF (IWB) stake by 2.6% in Q2 2026, selling an estimated $20.6K and leaving 1,921 shares worth $787K. The position accounts for 0.06% of the portfolio, ranked #255.

Norden Group first reported a position in IWB in Q3 2024 and has held it in 8 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Norden Group held 1,921 shares of iShares Russell 1000 ETF worth $787K as of Q2 2026.
  • Norden Group sold 52 iShares Russell 1000 ETF shares in Q2 2026, an estimated $20.6K.
  • iShares Russell 1000 ETF made up 0.06% of Norden Group's portfolio in Q2 2026, its #255 holding.
  • Norden Group first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.