Sumitomo Mitsui Trust Group
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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
Q2 		$6.45M Buy
15,763
+710
+5% +$281K ﹤0.01% 705
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group's IWB Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its iShares Russell 1000 ETF (IWB) stake by 4.7% in Q2 2026, buying an estimated $281K and bringing the position to 15,763 shares worth $6.45M. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Sumitomo Mitsui Trust Group first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 15,763 shares of iShares Russell 1000 ETF worth $6.45M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 710 iShares Russell 1000 ETF shares in Q2 2026, an estimated $281K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #705 holding.
  • Sumitomo Mitsui Trust Group first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.