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

Sabal 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
2025
Q1 		$2.64M Hold
8,607
– – 0.15% 91
2024
Q4 		$2.77M Hold
8,607
– – 0.16% 89
2024
Q3 		$2.71M Hold
8,607
– – 0.15% 86
2024
Q2 		$2.56M Hold
8,607
– – 0.15% 79
2024
Q1 		$2.48M Hold
8,607
– – 0.14% 79
2023
Q4 		$2.26M Hold
8,607
– – 0.14% 75
2023
Q3 		$2.02M Hold
8,607
– – 0.14% 74
2023
Q2 		$2.1M Buy
8,607
+5,910
+219% +$1.36M 0.13% 73
2023
Q1 		$607K Sell
2,697
-3,923
-59% -$863K 0.04% 86
2022
Q4 		$1.39M Buy
6,620
+414
+7% +$87.6K 0.09% 67
2022
Q3 		$1.23M Hold
6,206
– – 0.09% 67
2022
Q2 		$1.29M Hold
6,206
– – 0.09% 69
2022
Q1 		$1.55M Buy
6,206
+409
+7% +$101K 0.11% 64
2021
Q4 		$1.53M Buy
5,797
+40
+0.7% +$10.3K 0.1% 67
2021
Q3 		$1.39M Buy
5,757
+300
+5% +$74.6K 0.1% 66
2021
Q2 		$1.32M Sell
5,457
-35
-0.6% -$8.25K 0.1% 65
2021
Q1 		$1.23M Buy
5,492
+3,213
+141% +$703K 0.09% 71
2020
Q4 		$483K Buy
2,279
+1,179
+107% +$235K 0.04% 90
2020
Q3 		$206K Buy
+1,100
New +$203K 0.02% 132

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sabal Trust's IWB Position: Q1 2025 in Review

Sabal Trust held its iShares Russell 1000 ETF (IWB) position steady in Q1 2025 at 8,607 shares worth $2.64M. The position accounts for 0.15% of the portfolio, ranked #91.

Sabal Trust first reported a position in IWB in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.77M in Q4 2024. 1,340 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • Sabal Trust held 8,607 shares of iShares Russell 1000 ETF worth $2.64M as of Q1 2025.
  • Sabal Trust left its iShares Russell 1000 ETF share count unchanged in Q1 2025.
  • iShares Russell 1000 ETF made up 0.15% of Sabal Trust's portfolio in Q1 2025, its #91 holding.
  • Sabal Trust first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 19 quarters since.
  • Sabal Trust's iShares Russell 1000 ETF position peaked at $2.77M in Q4 2024.
  • 1,340 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.