Trust Company of Vermont’s iShares Russell 1000 ETF IWB Stock Holding History

Trust Company of Vermont’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	$285K	Buy	+697	New	+$276K	0.01%	323
2025 Q4	$257K	Hold	687	–	–	0.01%	320
2025 Q3	$251K	Hold	687	–	–	0.01%	328
2025 Q2	$233K	Buy	687 +144	+27%	+$45.2K	0.01%	330
2025 Q1	$167K	Buy	543 +17	+3%	+$5.5K	0.01%	359
2024 Q4	$169K	Hold	526	–	–	0.01%	363
2024 Q3	$165K	Hold	526	–	–	0.01%	354
2024 Q2	$157K	Sell	526 -3	-0.6%	-$861	0.01%	346
2024 Q1	$152K	Buy	+529	New	+$145K	0.01%	345

Other funds holding IWB

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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

LWMT

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Trust Company of Vermont's IWB Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 697 shares worth $285K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in IWB as recently as Q4 2025.

Trust Company of Vermont first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. 1,007 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Trust Company of Vermont held 697 shares of iShares Russell 1000 ETF worth $285K as of Q2 2026.
iShares Russell 1000 ETF was a new Trust Company of Vermont position in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #323 holding.
Trust Company of Vermont first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
1,007 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.