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NorthCrest Asset Manangement’s iShares Russell 1000 ETF IWB Stock Holding History

NorthCrest Asset Manangement’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 		$2.48M Buy
6,019
+175
+3% +$69.4K 0.06% 221
2026
Q1 		$2.1M Sell
5,844
-949
-14% -$354K 0.07% 212
2025
Q4 		$2.56M Buy
6,793
+51
+0.8% +$18.9K 0.06% 213
2025
Q3 		$2.48M Buy
6,742
+67
+1% +$23.6K 0.06% 204
2025
Q2 		$2.29M Buy
6,675
+458
+7% +$144K 0.06% 203
2025
Q1 		$1.91M Buy
6,217
+32
+0.5% +$10.3K 0.06% 216
2024
Q4 		$1.99M Buy
6,185
+327
+6% +$106K 0.06% 204
2024
Q3 		$1.84M Sell
5,858
-56
-0.9% -$17K 0.06% 213
2024
Q2 		$1.76M Sell
5,914
-14
-0.2% -$4.02K 0.06% 209
2024
Q1 		$1.71M Sell
5,928
-136
-2% -$37.3K 0.06% 217
2023
Q4 		$1.59M Sell
6,064
-370
-6% -$90.6K 0.06% 214
2023
Q3 		$1.51M Sell
6,434
-42
-0.6% -$10.3K 0.06% 210
2023
Q2 		$1.58M Buy
6,476
+47
+0.7% +$10.8K 0.06% 210
2023
Q1 		$1.45M Buy
6,429
+216
+3% +$47.5K 0.06% 205
2022
Q4 		$1.31M Sell
6,213
-227
-4% -$48.1K 0.07% 154
2022
Q3 		$1.27M Buy
6,440
+17
+0.3% +$3.73K 0.07% 177
2022
Q2 		$1.33M Buy
6,423
+25
+0.4% +$5.65K 0.07% 179
2022
Q1 		$1.6M Buy
6,398
+130
+2% +$32.1K 0.08% 150
2021
Q4 		$1.66M Buy
+6,268
New +$1.61M 0.09% 166

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

NorthCrest Asset Manangement's IWB Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its iShares Russell 1000 ETF (IWB) stake by 3% in Q2 2026, buying an estimated $69.4K and bringing the position to 6,019 shares worth $2.48M. The position accounts for 0.06% of the portfolio, ranked #221.

NorthCrest Asset Manangement first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.56M in Q4 2025. 462 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • NorthCrest Asset Manangement held 6,019 shares of iShares Russell 1000 ETF worth $2.48M as of Q2 2026.
  • NorthCrest Asset Manangement bought 175 iShares Russell 1000 ETF shares in Q2 2026, an estimated $69.4K.
  • iShares Russell 1000 ETF made up 0.06% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #221 holding.
  • NorthCrest Asset Manangement first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's iShares Russell 1000 ETF position peaked at $2.56M in Q4 2025.
  • 462 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.