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Northland Securities’s iShares Russell 1000 ETF IWB Stock Holding History

Northland Securities’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 		$375K Buy
916
+4
+0.4% +$1.58K 0.22% 68
2026
Q1 		$325K Buy
+912
New +$340K 0.31% 67

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Northland Securities's IWB Position: Q2 2026 in Review

Northland Securities increased its iShares Russell 1000 ETF (IWB) stake by 0.44% in Q2 2026, buying an estimated $1.58K and bringing the position to 916 shares worth $375K. The position accounts for 0.22% of the portfolio, ranked #68.

Northland Securities first reported a position in IWB in Q1 2026 and has held it in 2 quarters since. 1,209 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Northland Securities held 916 shares of iShares Russell 1000 ETF worth $375K as of Q2 2026.
  • Northland Securities bought 4 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.58K.
  • iShares Russell 1000 ETF made up 0.22% of Northland Securities's portfolio in Q2 2026, its #68 holding.
  • Northland Securities first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.