RT
IWB icon

Rockland Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Rockland Trust’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 		$1.03M Buy
2,519
+28
+1% +$11.1K 0.04% 148
2026
Q1 		$888K Buy
2,491
+1,300
+109% +$484K 0.04% 159
2025
Q4 		$445K Buy
1,191
+320
+37% +$119K 0.02% 228
2025
Q3 		$318K Buy
+871
New +$307K 0.01% 257

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Rockland Trust's IWB Position: Q2 2026 in Review

Rockland Trust increased its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,519 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #148.

Rockland Trust first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 798 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Rockland Trust held 2,519 shares of iShares Russell 1000 ETF worth $1.03M as of Q2 2026.
  • Rockland Trust bought 28 iShares Russell 1000 ETF shares in Q2 2026, an estimated $11.1K.
  • iShares Russell 1000 ETF made up 0.04% of Rockland Trust's portfolio in Q2 2026, its #148 holding.
  • Rockland Trust first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 798 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.