Sanibel Captiva Trust Company’s iShares Russell 1000 ETF IWB Stock Holding History

Sanibel Captiva Trust Company’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	$5.44M	Hold	15,250	–	–	0.15%	114
2025 Q4	$5.69M	Hold	15,250	–	–	0.16%	112
2025 Q3	$5.57M	Hold	15,250	–	–	0.16%	115
2025 Q2	$5.18M	Hold	15,250	–	–	0.16%	117
2025 Q1	$4.68M	Hold	15,250	–	–	0.15%	117
2024 Q4	$4.91M	Sell	15,250 -80	-0.5%	-$25.9K	0.16%	106
2024 Q3	$4.82M	Sell	15,330 -33	-0.2%	-$9.99K	0.15%	109
2024 Q2	$4.57M	Hold	15,363	–	–	0.16%	109
2024 Q1	$4.43M	Buy	15,363 +33	+0.2%	+$9.04K	0.15%	110
2023 Q4	$4.02M	Buy	+15,330	New	+$3.75M	0.15%	110

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sanibel Captiva Trust Company's IWB Position: Q1 2026 in Review

Sanibel Captiva Trust Company held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 15,250 shares worth $5.44M. The position accounts for 0.15% of the portfolio, ranked #114.

Sanibel Captiva Trust Company first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.69M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Sanibel Captiva Trust Company held 15,250 shares of iShares Russell 1000 ETF worth $5.44M as of Q1 2026.
Sanibel Captiva Trust Company left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.15% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #114 holding.
Sanibel Captiva Trust Company first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's iShares Russell 1000 ETF position peaked at $5.69M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.