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

Rathbones 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 		$283K Buy
793
+166
+26% +$61.9K ﹤0.01% 530
2025
Q4 		$234K Sell
627
-26
-4% -$9.63K ﹤0.01% 552
2025
Q3 		$239K Hold
653
– – ﹤0.01% 555
2025
Q2 		$222K Buy
+653
New +$205K ﹤0.01% 541
2025
Q1 		– Sell
-694
Closed -$224K – 620
2024
Q4 		$224K Buy
+694
New +$225K ﹤0.01% 515
2023
Q1 		– Sell
-2,323
Closed -$489K – 419
2022
Q4 		$489K Buy
2,323
+228
+11% +$48.3K 0.01% 295
2022
Q3 		$413K Buy
2,095
+31
+2% +$6.8K 0.01% 303
2022
Q2 		$429K Sell
2,064
-144
-7% -$32.5K ﹤0.01% 311
2022
Q1 		$552K Hold
2,208
– – 0.01% 293
2021
Q4 		$584K Buy
2,208
+55
+3% +$14.2K 0.01% 293
2021
Q3 		$520K Buy
2,153
+38
+2% +$9.45K 0.01% 298
2021
Q2 		$512K Sell
2,115
-1,535
-42% -$362K 0.01% 313
2021
Q1 		$817K Sell
3,650
-397
-10% -$86.9K 0.01% 254
2020
Q4 		$857K Buy
4,047
+125
+3% +$24.9K 0.01% 241
2020
Q3 		$734K Buy
3,922
+293
+8% +$54.1K 0.01% 234
2020
Q2 		$623K Buy
3,629
+213
+6% +$34.5K 0.01% 234
2020
Q1 		$483K Buy
3,416
+169
+5% +$28.6K 0.01% 216
2019
Q4 		$579K Sell
3,247
-124
-4% -$21.2K 0.02% 226
2019
Q3 		$555K Buy
3,371
+130
+4% +$21.3K 0.02% 231
2019
Q2 		$528K Buy
3,241
+56
+2% +$8.97K 0.02% 221
2019
Q1 		$501K Buy
3,185
+430
+16% +$65K 0.02% 220
2018
Q4 		$382K Hold
2,755
– – 0.01% 237
2018
Q3 		$446K Sell
2,755
-5
-0.2% -$794 0.02% 225
2018
Q2 		$419K Buy
2,760
+305
+12% +$46K 0.02% 226
2018
Q1 		$361K Buy
2,455
+255
+12% +$38.7K 0.01% 240
2017
Q4 		$327K Buy
2,200
+380
+21% +$55K 0.01% 245
2017
Q3 		$255K Sell
1,820
-25
-1% -$3.43K 0.01% 266
2017
Q2 		$250K Buy
+1,845
New +$246K 0.01% 263
2017
Q1 		– Sell
-2,010
Closed -$250K – 331
2016
Q4 		$250K Buy
2,010
+30
+2% +$3.65K 0.01% 258
2016
Q3 		$239K Hold
1,980
– – 0.01% 266
2016
Q2 		$231K Buy
1,980
+105
+6% +$12.1K 0.01% 261
2016
Q1 		$214K Buy
+1,875
New +$203K 0.01% 265
2015
Q3 		– Sell
-2,390
Closed -$277K – 317
2015
Q2 		$277K Hold
2,390
– – 0.02% 255
2015
Q1 		$277K Buy
2,390
+166
+7% +$19.2K 0.02% 260
2014
Q4 		$255K Hold
2,224
– – 0.02% 264
2014
Q3 		$244K Hold
2,224
– – 0.02% 261
2014
Q2 		$245K Hold
2,224
– – 0.02% 256
2014
Q1 		$233K Buy
+2,224
New +$229K 0.02% 244

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Rathbones Group's IWB Position: Q1 2026 in Review

Rathbones Group increased its iShares Russell 1000 ETF (IWB) stake by 26% in Q1 2026, buying an estimated $61.9K and bringing the position to 793 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Rathbones Group first reported a position in IWB in Q1 2014 and has held it in 38 quarters since. The position peaked at $857K in Q4 2020. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Rathbones Group held 793 shares of iShares Russell 1000 ETF worth $283K as of Q1 2026.
  • Rathbones Group bought 166 iShares Russell 1000 ETF shares in Q1 2026, an estimated $61.9K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #530 holding.
  • Rathbones Group first reported a position in iShares Russell 1000 ETF in Q1 2014 and has held it in 38 quarters since.
  • Rathbones Group's iShares Russell 1000 ETF position peaked at $857K in Q4 2020.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.