Northstar Financial Companies’s iShares Russell 1000 ETF IWB Stock Holding History

Northstar Financial Companies’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	$13.6M	Hold	33,254	–	–	9.18%	1
2026 Q1	$11.9M	Sell	33,254 -444	-1%	-$165K	9.43%	1
2025 Q4	$12.6M	Sell	33,698 -683	-2%	-$253K	10.02%	1
2025 Q3	$12.6M	Sell	34,381 -325	-0.9%	-$114K	11.63%	1
2025 Q2	$11.8M	Sell	34,706 -1,526	-4%	-$479K	12.25%	1
2025 Q1	$11.1M	Sell	36,232 -6,040	-14%	-$1.95M	12.06%	1
2024 Q4	$13.6M	Buy	+42,272	New	+$13.7M	12.89%	1

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Northstar Financial Companies's IWB Position: Q2 2026 in Review

Northstar Financial Companies held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 33,254 shares worth $13.6M. The position accounts for 9.18% of the portfolio, ranked #1.

Northstar Financial Companies first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.6M in Q4 2024. 965 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Northstar Financial Companies held 33,254 shares of iShares Russell 1000 ETF worth $13.6M as of Q2 2026.
Northstar Financial Companies left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 9.18% of Northstar Financial Companies's portfolio in Q2 2026, its #1 holding.
Northstar Financial Companies first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
Northstar Financial Companies's iShares Russell 1000 ETF position peaked at $13.6M in Q4 2024.
965 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.