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

Northstar 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	$949K	Hold	2,662	–	–	0.13%	77
2025 Q4	$994K	Buy	2,662 +133	+5%	+$49.3K	0.14%	76
2025 Q3	$924K	Hold	2,529	–	–	0.13%	74
2025 Q2	$859K	Hold	2,529	–	–	0.13%	75
2025 Q1	$776K	Hold	2,529	–	–	0.13%	75
2024 Q4	$815K	Buy	2,529 +75	+3%	+$24.3K	0.14%	75
2024 Q3	$772K	Buy	2,454 +660	+37%	+$200K	0.13%	75
2024 Q2	$534K	Buy	1,794 +208	+13%	+$59.7K	0.1%	82
2024 Q1	$457K	Hold	1,586	–	–	0.09%	91
2023 Q4	$416K	Hold	1,586	–	–	0.09%	94
2023 Q3	$373K	Hold	1,586	–	–	0.09%	102
2023 Q2	$387K	Hold	1,586	–	–	0.09%	102
2023 Q1	$357K	Buy	+1,586	New	+$349K	0.09%	104

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northstar Group's IWB Position: Q1 2026 in Review

Northstar Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 2,662 shares worth $949K. The position accounts for 0.13% of the portfolio, ranked #77.

Northstar Group first reported a position in IWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $994K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Northstar Group held 2,662 shares of iShares Russell 1000 ETF worth $949K as of Q1 2026.
Northstar Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.13% of Northstar Group's portfolio in Q1 2026, its #77 holding.
Northstar Group first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
Northstar Group's iShares Russell 1000 ETF position peaked at $994K in Q4 2025.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Northstar Group's 13F filing for Q1 2026, filed 28 Apr 2026.