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SVB Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

SVB Wealth’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 		$2.54M Sell
6,211
-2,484
-29% -$984K 0.16% 122
2026
Q1 		$3.1M Sell
8,695
-145
-2% -$54K 0.2% 103
2025
Q4 		$3.3M Buy
8,840
+496
+6% +$184K 0.19% 100
2025
Q3 		$3.05M Sell
8,344
-113
-1% -$39.8K 0.16% 113
2025
Q2 		$2.87M Buy
+8,457
New +$2.65M 0.15% 127
2025
Q1 		– Sell
-17,321
Closed -$5.58M – 1637
2024
Q4 		$5.58M Buy
+17,321
New +$5.61M 0.1% 130
2024
Q3 		– Sell
-17,409
Closed -$5.18M – 315
2024
Q2 		$5.18M Sell
17,409
-7,194
-29% -$2.07M 0.13% 144
2024
Q1 		$7.09M Buy
24,603
+1,097
+5% +$301K 0.16% 140
2023
Q4 		$6.16M Buy
23,506
+5,499
+31% +$1.35M 0.15% 144
2023
Q3 		$4.23M Buy
18,007
+14
+0.1% +$3.43K 0.09% 159
2023
Q2 		$4.39M Sell
17,993
-5,363
-23% -$1.24M 0.08% 165
2023
Q1 		$5.26M Sell
23,356
-1,476
-6% -$325K 0.07% 171
2022
Q4 		$5.23M Buy
24,832
+695
+3% +$147K 0.07% 171
2022
Q3 		$4.76M Buy
24,137
+13,269
+122% +$2.91M 0.07% 170
2022
Q2 		$2.26M Sell
10,868
-23
-0.2% -$5.2K 0.03% 208
2022
Q1 		$2.72M Buy
10,891
+8,415
+340% +$2.08M 0.04% 192
2021
Q4 		$655K Sell
2,476
-8,055
-76% -$2.07M 0.01% 383
2021
Q3 		$2.54M Sell
10,531
-336
-3% -$83.5K 0.03% 226
2021
Q2 		$2.63M Sell
10,867
-436
-4% -$103K 0.03% 223
2021
Q1 		$2.53M Buy
11,303
+507
+5% +$111K 0.04% 217
2020
Q4 		$2.29M Buy
10,796
+251
+2% +$50.1K 0.03% 217
2020
Q3 		$1.97M Sell
10,545
-32
-0.3% -$5.91K 0.03% 218
2020
Q2 		$1.82M Buy
10,577
+10,309
+3,847% +$1.67M 0.03% 207
2020
Q1 		$37K Sell
268
-2,702
-91% -$457K ﹤0.01% 519
2019
Q4 		$530K Buy
2,970
+504
+20% +$86K 0.01% 404
2019
Q3 		$406K Buy
+2,466
New +$405K 0.01% 399

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 29.2% 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

SVB Wealth's IWB Position: Q2 2026 in Review

SVB Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 29% in Q2 2026, selling an estimated $984K and leaving 6,211 shares worth $2.54M. The position accounts for 0.16% of the portfolio, ranked #122.

SVB Wealth first reported a position in IWB in Q3 2019 and has held it in 26 quarters since. The position peaked at $7.09M in Q1 2024. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • SVB Wealth held 6,211 shares of iShares Russell 1000 ETF worth $2.54M as of Q2 2026.
  • SVB Wealth sold 2,484 iShares Russell 1000 ETF shares in Q2 2026, an estimated $984K.
  • iShares Russell 1000 ETF made up 0.16% of SVB Wealth's portfolio in Q2 2026, its #122 holding.
  • SVB Wealth first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 26 quarters since.
  • SVB Wealth's iShares Russell 1000 ETF position peaked at $7.09M in Q1 2024.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.