Security National Bank’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$626K Hold
1,528
0.07% 102
2026
Q1
$545K Sell
1,528
-188
-11% -$70.1K 0.08% 97
2025
Q4
$641K Sell
1,716
-147
-8% -$54.4K 0.09% 91
2025
Q3
$681K Sell
1,863
-62
-3% -$21.8K 0.1% 84
2025
Q2
$654K Hold
1,925
0.11% 80
2025
Q1
$590K Buy
1,925
+1,433
+291% +$463K 0.11% 81
2024
Q4
$159K Buy
+492
New +$159K 0.02% 129
2020
Q1
Sell
-7,325
Closed -$1.31M 74
2019
Q4
$1.31M Hold
7,325
0.58% 48
2019
Q3
$1.21M Buy
+7,325
New +$1.2M 0.57% 47

Other funds holding IWB

Security National Bank's IWB Position: Q2 2026 in Review

Security National Bank held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,528 shares worth $626K. The position accounts for 0.07% of the portfolio, ranked #102.

Security National Bank first reported a position in IWB in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2019. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Security National Bank held 1,528 shares of iShares Russell 1000 ETF worth $626K as of Q2 2026.
  • Security National Bank left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.07% of Security National Bank's portfolio in Q2 2026, its #102 holding.
  • Security National Bank first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 9 quarters since.
  • Security National Bank's iShares Russell 1000 ETF position peaked at $1.31M in Q4 2019.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.