Oakworth Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Oakworth Capital’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	$33.9K	Buy	+83	New	+$32.9K	﹤0.01%	527
2020 Q3	–	Sell	-26	Closed	-$4K	–	589
2020 Q2	$4K	Hold	26	–	–	﹤0.01%	486
2020 Q1	$4K	Hold	26	–	–	﹤0.01%	444
2019 Q4	$5K	Hold	26	–	–	﹤0.01%	475
2019 Q3	$4K	Hold	26	–	–	﹤0.01%	495
2019 Q2	$4K	Sell	26 -22	-46%	-$3.52K	﹤0.01%	545
2019 Q1	$8K	Hold	48	–	–	﹤0.01%	466
2018 Q4	$7K	Sell	48 -630	-93%	-$94.2K	﹤0.01%	466
2018 Q3	$110K	Buy	678 +48	+8%	+$7.62K	0.02%	221
2018 Q2	$96K	Hold	630	–	–	0.02%	225
2018 Q1	$93K	Hold	630	–	–	0.02%	214
2017 Q4	$93K	Hold	630	–	–	0.02%	223
2017 Q3	$87K	Buy	630 +215	+52%	+$29.5K	0.02%	228
2017 Q2	$56K	Buy	415 +150	+57%	+$20K	0.02%	275
2017 Q1	$35K	Buy	+265	New	+$34.3K	0.01%	316

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oakworth Capital's IWB Position: Q2 2026 in Review

Oakworth Capital opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 83 shares worth $33.9K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Oakworth Capital previously reported a position in IWB as recently as Q2 2020.

Oakworth Capital first reported a position in IWB in Q1 2017 and has held it in 15 quarters since. The position peaked at $110K in Q3 2018. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Oakworth Capital held 83 shares of iShares Russell 1000 ETF worth $33.9K as of Q2 2026.
iShares Russell 1000 ETF was a new Oakworth Capital position in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #527 holding.
Oakworth Capital first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 15 quarters since.
Oakworth Capital's iShares Russell 1000 ETF position peaked at $110K in Q3 2018.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.