True North Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

True North 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	$1.73M	Sell	4,219 -20	-0.5%	-$7.93K	0.17%	89
2026 Q1	$1.51M	Buy	4,239 +1,360	+47%	+$507K	0.17%	85
2025 Q4	$1.08M	Sell	2,879 -74	-3%	-$27.4K	0.14%	110
2025 Q3	$1.08M	Buy	+2,953	New	+$1.04M	0.17%	79
2024 Q4	–	Sell	-714	Closed	-$224K	–	212
2024 Q3	$224K	Sell	714 -35	-5%	-$10.6K	0.06%	170
2024 Q2	$223K	Sell	749 -36	-5%	-$10.3K	0.06%	179
2024 Q1	$226K	Hold	785	–	–	0.06%	174
2023 Q4	$206K	Buy	+785	New	+$192K	0.05%	184
2023 Q2	–	Sell	-1,523	Closed	-$343K	–	225
2023 Q1	$343K	Buy	+1,523	New	+$335K	0.1%	147
2022 Q2	–	Sell	-876	Closed	-$219K	–	204
2022 Q1	$219K	Hold	876	–	–	0.06%	183
2021 Q4	$231K	Hold	876	–	–	0.04%	226
2021 Q3	$211K	Hold	876	–	–	0.04%	215
2021 Q2	$212K	Sell	876 -72	-8%	-$17K	0.04%	210
2021 Q1	$212K	Hold	948	–	–	0.05%	192
2020 Q4	$200K	Buy	+948	New	+$189K	0.05%	186

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True North Advisors's IWB Position: Q2 2026 in Review

True North Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.47% in Q2 2026, selling an estimated $7.93K and leaving 4,219 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #89.

True North Advisors first reported a position in IWB in Q4 2020 and has held it in 15 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

True North Advisors held 4,219 shares of iShares Russell 1000 ETF worth $1.73M as of Q2 2026.
True North Advisors sold 20 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.93K.
iShares Russell 1000 ETF made up 0.17% of True North Advisors's portfolio in Q2 2026, its #89 holding.
True North Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 15 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.