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Savant Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Savant Capital’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 		$21.8M Buy
61,120
+13,041
+27% +$4.86M 0.11% 116
2025
Q4 		$18M Sell
48,079
-12,045
-20% -$4.46M 0.1% 129
2025
Q3 		$22M Buy
60,124
+402
+0.7% +$142K 0.13% 109
2025
Q2 		$20.3M Buy
59,722
+12,823
+27% +$4.03M 0.15% 97
2025
Q1 		$14.4M Sell
46,899
-166
-0.4% -$53.7K 0.12% 106
2024
Q4 		$15.2M Buy
47,065
+3,479
+8% +$1.13M 0.12% 112
2024
Q3 		$13.7M Buy
43,586
+521
+1% +$158K 0.11% 124
2024
Q2 		$12.8M Sell
43,065
-516
-1% -$148K 0.13% 120
2024
Q1 		$12.6M Sell
43,581
-539
-1% -$148K 0.14% 109
2023
Q4 		$11.6M Sell
44,120
-864
-2% -$212K 0.15% 110
2023
Q3 		$10.6M Sell
44,984
-1,370
-3% -$335K 0.16% 108
2023
Q2 		$11.3M Buy
46,354
+40,428
+682% +$9.31M 0.18% 102
2023
Q1 		$1.33M Buy
5,926
+30
+0.5% +$6.6K 0.02% 281
2022
Q4 		$1.2M Buy
5,896
+1,257
+27% +$266K 0.03% 235
2022
Q3 		$915K Buy
4,639
+16
+0.3% +$3.51K 0.03% 242
2022
Q2 		$961K Buy
4,623
+2,474
+115% +$559K 0.03% 235
2022
Q1 		$537K Sell
2,149
-250
-10% -$61.7K 0.02% 344
2021
Q4 		$634K Buy
2,399
+1,361
+131% +$350K 0.02% 316
2021
Q3 		$251K Hold
1,038
– – 0.01% 454
2021
Q2 		$251K Hold
1,038
– – 0.01% 431
2021
Q1 		$232K Buy
1,038
+21
+2% +$4.6K 0.01% 418
2020
Q4 		$215K Buy
+1,017
New +$203K 0.01% 408

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

Savant Capital's IWB Position: Q1 2026 in Review

Savant Capital increased its iShares Russell 1000 ETF (IWB) stake by 27% in Q1 2026, buying an estimated $4.86M and bringing the position to 61,120 shares worth $21.8M. The position accounts for 0.11% of the portfolio, ranked #116.

Savant Capital first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $22M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Savant Capital held 61,120 shares of iShares Russell 1000 ETF worth $21.8M as of Q1 2026.
  • Savant Capital bought 13,041 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.86M.
  • iShares Russell 1000 ETF made up 0.11% of Savant Capital's portfolio in Q1 2026, its #116 holding.
  • Savant Capital first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Savant Capital's iShares Russell 1000 ETF position peaked at $22M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.