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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Company of Vermont's IWB Position: Q4 2025 in Review

Trust Company of Vermont held its iShares Russell 1000 ETF (IWB) position steady in Q4 2025 at 687 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #320.

Trust Company of Vermont first reported a position in IWB in Q1 2024 and has held it in 8 quarters since. 1,495 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Trust Company of Vermont held 687 shares of iShares Russell 1000 ETF worth $257K as of Q4 2025.
  • Trust Company of Vermont left its iShares Russell 1000 ETF share count unchanged in Q4 2025.
  • iShares Russell 1000 ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #320 holding.
  • Trust Company of Vermont first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,495 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.