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Summit Trail Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Summit Trail Advisors’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 		$9.05M Sell
22,089
-503
-2% -$199K 0.11% 102
2026
Q1 		$8.06M Buy
22,592
+8,991
+66% +$3.35M 0.12% 101
2025
Q4 		$5.08M Sell
13,601
-1,056
-7% -$391K 0.09% 129
2025
Q3 		$5.36M Buy
14,657
+27
+0.2% +$9.51K 0.07% 136
2025
Q2 		$4.97M Buy
+14,630
New +$4.59M 0.09% 122
2024
Q4 		– Sell
-18,549
Closed -$5.83M – 572
2024
Q3 		$5.83M Buy
18,549
+411
+2% +$124K 0.14% 67
2024
Q2 		$5.4M Buy
18,138
+1
+0% +$287 0.14% 64
2024
Q1 		$5.22M Buy
18,137
+2
+0% +$548 0.14% 60
2023
Q4 		$4.76M Buy
18,135
+3
+0% +$735 0.16% 53
2023
Q3 		$4.28M Sell
18,132
-113
-0.6% -$27.7K 0.16% 53
2023
Q2 		$4.45M Sell
18,245
-13,329
-42% -$3.07M 0.17% 56
2023
Q1 		$7.11M Sell
31,574
-1,456
-4% -$320K 0.29% 42
2022
Q4 		$6.95M Sell
33,030
-14,506
-31% -$3.07M 0.31% 38
2022
Q3 		$9.38M Sell
47,536
-13,821
-23% -$3.03M 0.51% 32
2022
Q2 		$12.7M Buy
61,357
+26,162
+74% +$5.91M 0.79% 24
2022
Q1 		$8.8M Hold
35,195
– – 0.71% 32
2021
Q4 		$9.31M Buy
+35,195
New +$9.06M 0.6% 37
2020
Q2 		– Sell
-20,393
Closed -$2.89M – 177
2020
Q1 		$2.89M Buy
+20,393
New +$3.45M 0.78% 23
2018
Q1 		– Sell
-393
Closed -$58K – 1061
2017
Q4 		$58K Buy
+393
New +$56.9K 0.01% 778

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

Summit Trail Advisors's IWB Position: Q2 2026 in Review

Summit Trail Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q2 2026, selling an estimated $199K and leaving 22,089 shares worth $9.05M. The position accounts for 0.11% of the portfolio, ranked #102.

Summit Trail Advisors first reported a position in IWB in Q4 2017 and has held it in 19 quarters since. The position peaked at $12.7M in Q2 2022. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Summit Trail Advisors held 22,089 shares of iShares Russell 1000 ETF worth $9.05M as of Q2 2026.
  • Summit Trail Advisors sold 503 iShares Russell 1000 ETF shares in Q2 2026, an estimated $199K.
  • iShares Russell 1000 ETF made up 0.11% of Summit Trail Advisors's portfolio in Q2 2026, its #102 holding.
  • Summit Trail Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 19 quarters since.
  • Summit Trail Advisors's iShares Russell 1000 ETF position peaked at $12.7M in Q2 2022.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.