Sumitomo Mitsui Trust Group
IWB icon

Sumitomo Mitsui Trust Group’s iShares Russell 1000 ETF IWB Stock Holding History

Sumitomo Mitsui Trust Group’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 		$5.37M Buy
15,053
+1,430
+10% +$533K ﹤0.01% 710
2025
Q4 		$5.09M Buy
13,623
+2,293
+20% +$849K ﹤0.01% 731
2025
Q3 		$4.14M Buy
11,330
+2,305
+26% +$812K ﹤0.01% 751
2025
Q2 		$3.06M Buy
9,025
+1,635
+22% +$513K ﹤0.01% 762
2025
Q1 		$2.27M Buy
+7,390
New +$2.39M ﹤0.01% 787

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

Sumitomo Mitsui Trust Group's IWB Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, buying an estimated $533K and bringing the position to 15,053 shares worth $5.37M. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Sumitomo Mitsui Trust Group first reported a position in IWB in Q1 2025 and has held it in 5 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 15,053 shares of iShares Russell 1000 ETF worth $5.37M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 1,430 iShares Russell 1000 ETF shares in Q1 2026, an estimated $533K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #710 holding.
  • Sumitomo Mitsui Trust Group first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.