SouthState Corp’s iShares Russell 1000 ETF IWB Stock Holding History

SouthState Corp’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 Q2	$1.47M	Sell	3,596 -393	-10%	-$156K	0.06%	172
2026 Q1	$1.42M	Sell	3,989 -374	-9%	-$139K	0.07%	173
2025 Q4	$1.63M	Sell	4,363 -15	-0.3%	-$5.56K	0.07%	163
2025 Q3	$1.6M	Buy	4,378 +420	+11%	+$148K	0.07%	162
2025 Q2	$1.34M	Buy	3,958 +41	+1%	+$12.9K	0.06%	177
2025 Q1	$1.2M	Buy	3,917 +3,547	+959%	+$1.15M	0.05%	182
2024 Q4	$119K	Hold	370	–	–	0.01%	295
2024 Q3	$116K	Hold	370	–	–	0.01%	290
2024 Q2	$110K	Sell	370 -76	-17%	-$21.8K	0.01%	293
2024 Q1	$128K	Hold	446	–	–	0.01%	276
2023 Q4	$117K	Hold	446	–	–	0.01%	274
2023 Q3	$105K	Hold	446	–	–	0.01%	277
2023 Q2	$109K	Hold	446	–	–	0.01%	287
2023 Q1	$100K	Hold	446	–	–	0.01%	308
2022 Q4	$93.9K	Hold	446	–	–	0.01%	333
2022 Q3	$88K	Hold	446	–	–	0.01%	325
2022 Q2	$93K	Hold	446	–	–	0.01%	331
2022 Q1	$112K	Hold	446	–	–	0.01%	346
2021 Q4	$118K	Hold	446	–	–	0.01%	316
2021 Q3	$108K	Buy	+446	New	+$111K	0.01%	289

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SouthState Corp's IWB Position: Q2 2026 in Review

SouthState Corp reduced its iShares Russell 1000 ETF (IWB) stake by 9.9% in Q2 2026, selling an estimated $156K and leaving 3,596 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #172.

SouthState Corp first reported a position in IWB in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.63M in Q4 2025. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

SouthState Corp held 3,596 shares of iShares Russell 1000 ETF worth $1.47M as of Q2 2026.
SouthState Corp sold 393 iShares Russell 1000 ETF shares in Q2 2026, an estimated $156K.
iShares Russell 1000 ETF made up 0.06% of SouthState Corp's portfolio in Q2 2026, its #172 holding.
SouthState Corp first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
SouthState Corp's iShares Russell 1000 ETF position peaked at $1.63M in Q4 2025.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.