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

Smithfield 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
2026 Q1	$2.13M	Buy	5,967 +196	+3%	+$73K	0.09%	109
2025 Q4	$2.15M	Sell	5,771 -7	-0.1%	-$2.59K	0.1%	101
2025 Q3	$2.11M	Hold	5,778	–	–	0.09%	101
2025 Q2	$1.96M	Hold	5,778	–	–	0.09%	104
2025 Q1	$1.77M	Hold	5,778	–	–	0.09%	106
2024 Q4	$1.86M	Hold	5,778	–	–	0.09%	107
2024 Q3	$1.82M	Hold	5,778	–	–	0.09%	107
2024 Q2	$1.72M	Sell	5,778 -24	-0.4%	-$6.89K	0.09%	107
2024 Q1	$1.67M	Hold	5,802	–	–	0.09%	114
2023 Q4	$1.52M	Hold	5,802	–	–	0.09%	119
2023 Q3	$1.36M	Hold	5,802	–	–	0.08%	116
2023 Q2	$1.41M	Sell	5,802 -42	-0.7%	-$9.67K	0.09%	114
2023 Q1	$1.32M	Sell	5,844 -12	-0.2%	-$2.64K	0.08%	112
2022 Q4	$1.23M	Hold	5,856	–	–	0.08%	112
2022 Q3	$1.16M	Sell	5,856 -16	-0.3%	-$3.51K	0.08%	111
2022 Q2	$1.22M	Hold	5,872	–	–	0.09%	109
2022 Q1	$1.47M	Hold	5,872	–	–	0.09%	105
2021 Q4	$1.55M	Hold	5,872	–	–	0.1%	105
2021 Q3	$1.42M	Hold	5,872	–	–	0.09%	104
2021 Q2	$1.42M	Sell	5,872 -216	-4%	-$50.9K	0.09%	107
2021 Q1	$1.36M	Sell	6,088 -92	-1%	-$20.1K	0.09%	108
2020 Q4	$1.31M	Hold	6,180	–	–	0.1%	109
2020 Q3	$1.16M	Sell	6,180 -6	-0.1%	-$1.11K	0.09%	113
2020 Q2	$1.06M	Hold	6,186	–	–	0.1%	112
2020 Q1	$876K	Sell	6,186 -13	-0.2%	-$2.2K	0.09%	110
2019 Q4	$1.11M	Sell	6,199 -93	-1%	-$15.9K	0.1%	112
2019 Q3	$1.03M	Hold	6,292	–	–	0.1%	107
2019 Q2	$1.02M	Hold	6,292	–	–	0.11%	105
2019 Q1	$990K	Hold	6,292	–	–	0.11%	102
2018 Q4	$873K	Hold	6,292	–	–	0.1%	104
2018 Q3	$1.02M	Hold	6,292	–	–	0.11%	103
2018 Q2	$956K	Hold	6,292	–	–	0.11%	105
2018 Q1	$924K	Buy	6,292 +4	+0.1%	+$608	0.11%	104
2017 Q4	$934K	Buy	6,288 +900	+17%	+$130K	0.11%	109
2017 Q3	$754K	Buy	5,388 +3,300	+158%	+$453K	0.1%	119
2017 Q2	$282K	Hold	2,088	–	–	0.04%	222
2017 Q1	$274K	Hold	2,088	–	–	0.04%	217
2016 Q4	$260K	Sell	2,088 -22	-1%	-$2.68K	0.04%	237
2016 Q3	$254K	Sell	2,110 -940	-31%	-$113K	0.05%	232
2016 Q2	$357K	Hold	3,050	–	–	0.07%	169
2016 Q1	$348K	Sell	3,050 -844	-22%	-$91.2K	0.07%	173
2015 Q4	$441K	Sell	3,894 -408	-9%	-$46.6K	0.09%	147
2015 Q3	$461K	Hold	4,302	–	–	0.1%	143
2015 Q2	$500K	Hold	4,302	–	–	0.1%	145
2015 Q1	$499K	Sell	4,302 -348	-7%	-$40.2K	0.1%	153
2014 Q4	$533K	Sell	4,650 -310	-6%	-$34.8K	0.11%	136
2014 Q3	$545K	Hold	4,960	–	–	0.11%	143
2014 Q2	$546K	Buy	4,960 +715	+17%	+$76.1K	0.11%	150
2014 Q1	$444K	Sell	4,245 -19	-0.4%	-$1.96K	0.09%	186
2013 Q4	$440K	Sell	4,264 -365	-8%	-$36.1K	0.09%	189
2013 Q3	$436K	Sell	4,629 -35	-0.8%	-$3.27K	0.1%	173
2013 Q2	$420K	Buy	+4,664	New	+$418K	0.1%	172

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

Smithfield Trust's IWB Position: Q1 2026 in Review

Smithfield Trust increased its iShares Russell 1000 ETF (IWB) stake by 3.4% in Q1 2026, buying an estimated $73K and bringing the position to 5,967 shares worth $2.13M. The position accounts for 0.09% of the portfolio, ranked #109.

Smithfield Trust first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.15M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Smithfield Trust held 5,967 shares of iShares Russell 1000 ETF worth $2.13M as of Q1 2026.
Smithfield Trust bought 196 iShares Russell 1000 ETF shares in Q1 2026, an estimated $73K.
iShares Russell 1000 ETF made up 0.09% of Smithfield Trust's portfolio in Q1 2026, its #109 holding.
Smithfield Trust first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
Smithfield Trust's iShares Russell 1000 ETF position peaked at $2.15M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.