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 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

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

SouthState Corp's IWB Position: Q1 2026 in Review

SouthState Corp reduced its iShares Russell 1000 ETF (IWB) stake by 8.6% in Q1 2026, selling an estimated $139K and leaving 3,989 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #173.

SouthState Corp first reported a position in IWB in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

SouthState Corp held 3,989 shares of iShares Russell 1000 ETF worth $1.42M as of Q1 2026.
SouthState Corp sold 374 iShares Russell 1000 ETF shares in Q1 2026, an estimated $139K.
iShares Russell 1000 ETF made up 0.07% of SouthState Corp's portfolio in Q1 2026, its #173 holding.
SouthState Corp first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 19 quarters since.
SouthState Corp's iShares Russell 1000 ETF position peaked at $1.63M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.