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Silvercrest Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Silvercrest Asset Management’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 		$9.84M Sell
27,600
-225
-0.8% -$83.8K 0.07% 305
2025
Q4 		$10.4M Sell
27,825
-50
-0.2% -$18.5K 0.07% 309
2025
Q3 		$10.2M Sell
27,875
-250
-0.9% -$88.1K 0.07% 307
2025
Q2 		$9.55M Sell
28,125
-325
-1% -$102K 0.06% 324
2025
Q1 		$8.73M Sell
28,450
-1,000
-3% -$323K 0.06% 318
2024
Q4 		$9.49M Sell
29,450
-25
-0.1% -$8.1K 0.06% 311
2024
Q3 		$9.27M Sell
29,475
-1,825
-6% -$553K 0.06% 270
2024
Q2 		$9.31M Sell
31,300
-375
-1% -$108K 0.06% 272
2024
Q1 		$9.12M Sell
31,675
-700
-2% -$192K 0.06% 278
2023
Q4 		$8.49M Sell
32,375
-75
-0.2% -$18.4K 0.06% 271
2023
Q3 		$7.62M Sell
32,450
-18,675
-37% -$4.57M 0.06% 268
2023
Q2 		$12.5M Sell
51,125
-1,065
-2% -$245K 0.09% 212
2023
Q1 		$11.8M Sell
52,190
-670
-1% -$147K 0.09% 213
2022
Q4 		$11.1M Sell
52,860
-350
-0.7% -$74.1K 0.09% 208
2022
Q3 		$10.5M Sell
53,210
-1,050
-2% -$230K 0.09% 215
2022
Q2 		$11.3M Buy
54,260
+500
+0.9% +$113K 0.09% 220
2022
Q1 		$13.4M Sell
53,760
-210
-0.4% -$51.8K 0.09% 221
2021
Q4 		$14.3M Sell
53,970
-325
-0.6% -$83.7K 0.09% 216
2021
Q3 		$13.1M Sell
54,295
-545
-1% -$135K 0.09% 228
2021
Q2 		$13.3M Sell
54,840
-300
-0.5% -$70.7K 0.09% 235
2021
Q1 		$12.3M Sell
55,140
-10,305
-16% -$2.26M 0.08% 241
2020
Q4 		$13.9M Sell
65,445
-235
-0.4% -$46.9K 0.1% 213
2020
Q3 		$12.3M Sell
65,680
-2,460
-4% -$454K 0.11% 202
2020
Q2 		$11.7M Sell
68,140
-1,037
-1% -$168K 0.1% 191
2020
Q1 		$9.79M Sell
69,177
-1,068
-2% -$181K 0.11% 195
2019
Q4 		$12.5M Sell
70,245
-1,450
-2% -$247K 0.1% 205
2019
Q3 		$11.8M Sell
71,695
-375
-0.5% -$61.5K 0.1% 205
2019
Q2 		$11.7M Sell
72,070
-655
-0.9% -$105K 0.11% 165
2019
Q1 		$11.4M Sell
72,725
-19,115
-21% -$2.89M 0.11% 165
2018
Q4 		$12.7M Sell
91,840
-475
-0.5% -$71.1K 0.14% 160
2018
Q3 		$14.9M Sell
92,315
-1,050
-1% -$167K 0.14% 160
2018
Q2 		$14.2M Sell
93,365
-1,520
-2% -$229K 0.13% 163
2018
Q1 		$13.9M Sell
94,885
-4,175
-4% -$634K 0.14% 159
2017
Q4 		$14.7M Hold
99,060
– – 0.14% 156
2017
Q3 		$13.9M Sell
99,060
-150
-0.2% -$20.6K 0.14% 158
2017
Q2 		$13.4M Buy
99,210
+1,040
+1% +$139K 0.14% 155
2017
Q1 		$12.9M Buy
98,170
+1,370
+1% +$177K 0.14% 156
2016
Q4 		$12M Buy
96,800
+175
+0.2% +$21.3K 0.13% 152
2016
Q3 		$11.6M Sell
96,625
-450
-0.5% -$54.1K 0.14% 156
2016
Q2 		$11.3M Sell
97,075
-100
-0.1% -$11.5K 0.14% 154
2016
Q1 		$11.1M Sell
97,175
-6,915
-7% -$747K 0.15% 151
2015
Q4 		$11.8M Buy
104,090
+85,435
+458% +$9.77M 0.16% 152
2015
Q3 		$2M Buy
+18,655
New +$2.12M 0.03% 266

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

Silvercrest Asset Management's IWB Position: Q1 2026 in Review

Silvercrest Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.81% in Q1 2026, selling an estimated $83.8K and leaving 27,600 shares worth $9.84M. The position accounts for 0.07% of the portfolio, ranked #305.

Silvercrest Asset Management first reported a position in IWB in Q3 2015 and has held it in 43 quarters since. The position peaked at $14.9M in Q3 2018. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Silvercrest Asset Management held 27,600 shares of iShares Russell 1000 ETF worth $9.84M as of Q1 2026.
  • Silvercrest Asset Management sold 225 iShares Russell 1000 ETF shares in Q1 2026, an estimated $83.8K.
  • iShares Russell 1000 ETF made up 0.07% of Silvercrest Asset Management's portfolio in Q1 2026, its #305 holding.
  • Silvercrest Asset Management first reported a position in iShares Russell 1000 ETF in Q3 2015 and has held it in 43 quarters since.
  • Silvercrest Asset Management's iShares Russell 1000 ETF position peaked at $14.9M in Q3 2018.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.