TI-Trust’s iShares Russell 1000 ETF IWB Stock Holding History

TI-Trust’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	$1.36M	Sell	3,317 -102	-3%	-$40.4K	0.73%	41
2026 Q1	$1.22M	Hold	3,419	–	–	0.72%	43
2025 Q4	$1.28M	Hold	3,419	–	–	0.79%	38
2025 Q3	$1.25M	Hold	3,419	–	–	0.79%	38
2025 Q2	$1.16M	Hold	3,419	–	–	0.78%	40
2025 Q1	$1.05M	Hold	3,419	–	–	0.69%	41
2024 Q4	$1.1M	Hold	3,419	–	–	0.74%	39
2024 Q3	$1.07M	Hold	3,419	–	–	0.77%	39
2024 Q2	$1.02M	Hold	3,419	–	–	0.78%	37
2024 Q1	$985K	Hold	3,419	–	–	0.72%	39
2023 Q4	$897K	Hold	3,419	–	–	0.79%	38
2023 Q3	$803K	Buy	3,419 +30	+0.9%	+$7.34K	0.77%	40
2023 Q2	$826K	Hold	3,389	–	–	0.76%	40
2023 Q1	$763K	Sell	3,389 -23	-0.7%	-$5.06K	0.72%	40
2022 Q4	$718K	Sell	3,412 -139	-4%	-$29.4K	0.68%	43
2022 Q3	$701K	Sell	3,551 -33	-0.9%	-$7.24K	0.76%	39
2022 Q2	$745K	Sell	3,584 -78	-2%	-$17.6K	0.76%	39
2022 Q1	$916K	Hold	3,662	–	–	0.83%	37
2021 Q4	$968K	Buy	+3,662	New	+$943K	0.86%	33
2019 Q4	$729K	Buy	+4,086	New	+$697K	0.72%	41

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

TI-Trust's IWB Position: Q2 2026 in Review

TI-Trust reduced its iShares Russell 1000 ETF (IWB) stake by 3% in Q2 2026, selling an estimated $40.4K and leaving 3,317 shares worth $1.36M. The position accounts for 0.73% of the portfolio, ranked #41.

TI-Trust first reported a position in IWB in Q4 2019 and has held it in 20 quarters since. 462 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

TI-Trust held 3,317 shares of iShares Russell 1000 ETF worth $1.36M as of Q2 2026.
TI-Trust sold 102 iShares Russell 1000 ETF shares in Q2 2026, an estimated $40.4K.
iShares Russell 1000 ETF made up 0.73% of TI-Trust's portfolio in Q2 2026, its #41 holding.
TI-Trust first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 20 quarters since.
462 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on TI-Trust's 13F filing for Q2 2026, filed 23 Jul 2026.