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Red Cedar Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Red Cedar Investment Management’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 		$141M Sell
395,325
-13,923
-3% -$5.19M 14.61% 2
2025
Q4 		$153M Sell
409,248
-7,945
-2% -$2.94M 16.51% 2
2025
Q3 		$152M Sell
417,193
-16,956
-4% -$5.97M 17.87% 2
2025
Q2 		$147M Sell
434,149
-19,692
-4% -$6.18M 18.61% 2
2025
Q1 		$139M Sell
453,841
-67,737
-13% -$21.9M 19.26% 2
2024
Q4 		$168M Sell
521,578
-5,869
-1% -$1.9M 21.11% 2
2024
Q3 		$166M Sell
527,447
-3,369
-0.6% -$1.02M 21.03% 2
2024
Q2 		$158M Sell
530,816
-51,911
-9% -$14.9M 21.53% 2
2024
Q1 		$168M Buy
582,727
+5,710
+1% +$1.56M 20.94% 2
2023
Q4 		$151M Sell
577,017
-13,852
-2% -$3.39M 21.79% 2
2023
Q3 		$139M Buy
590,869
+30,583
+5% +$7.49M 21.23% 2
2023
Q2 		$137M Buy
560,286
+1,038
+0.2% +$239K 20.77% 2
2023
Q1 		$126M Sell
559,248
-64,358
-10% -$14.2M 19.48% 2
2022
Q4 		$131M Buy
623,606
+9,109
+1% +$1.93M 20.71% 2
2022
Q3 		$121M Buy
614,497
+15,443
+3% +$3.39M 20.72% 2
2022
Q2 		$124M Sell
599,054
-27,524
-4% -$6.22M 20.37% 2
2022
Q1 		$157M Buy
626,578
+39,605
+7% +$9.78M 21.84% 2
2021
Q4 		$155M Buy
586,973
+9,607
+2% +$2.47M 18.58% 2
2021
Q3 		$140M Buy
577,366
+146,751
+34% +$36.5M 18.22% 2
2021
Q2 		$104M Sell
430,615
-82,098
-16% -$19.3M 13.84% 2
2021
Q1 		$115M Buy
512,713
+45,100
+10% +$9.87M 14.85% 2
2020
Q4 		$99.1M Buy
467,613
+70,621
+18% +$14.1M 14.81% 2
2020
Q3 		$74.3M Buy
396,992
+172,961
+77% +$31.9M 13.58% 2
2020
Q2 		$38.5M Buy
+224,031
New +$36.2M 9.01% 2

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

Red Cedar Investment Management's IWB Position: Q1 2026 in Review

Red Cedar Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 3.4% in Q1 2026, selling an estimated $5.19M and leaving 395,325 shares worth $141M. The position accounts for 14.61% of the portfolio, ranked #2.

Red Cedar Investment Management first reported a position in IWB in Q2 2020 and has held it in 24 quarters since. The position peaked at $168M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Red Cedar Investment Management held 395,325 shares of iShares Russell 1000 ETF worth $141M as of Q1 2026.
  • Red Cedar Investment Management sold 13,923 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.19M.
  • iShares Russell 1000 ETF made up 14.61% of Red Cedar Investment Management's portfolio in Q1 2026, its #2 holding.
  • Red Cedar Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 24 quarters since.
  • Red Cedar Investment Management's iShares Russell 1000 ETF position peaked at $168M in Q4 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.