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

Trust Company’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 		$49.8M Sell
121,730
-1,053
-0.9% -$417K 4.5% 10
2026
Q1 		$43.8M Buy
122,783
+664
+0.5% +$247K 4.1% 10
2025
Q4 		$45.6M Sell
122,119
-1,186
-1% -$439K 4.28% 10
2025
Q3 		$45.1M Buy
123,305
+1,123
+0.9% +$396K 4.61% 9
2025
Q2 		$41.5M Buy
122,182
+19,883
+19% +$6.24M 4.68% 10
2025
Q1 		$31.4M Buy
102,299
+57,060
+126% +$18.4M 3.73% 11
2024
Q4 		$14.6M Buy
45,239
+241
+0.5% +$78.1K 1.67% 15
2024
Q3 		$14.1M Sell
44,998
-14,711
-25% -$4.46M 1.7% 14
2024
Q2 		$17.8M Buy
59,709
+933
+2% +$268K 2.29% 14
2024
Q1 		$16.9M Sell
58,776
-4,028
-6% -$1.1M 2.22% 14
2023
Q4 		$16.5M Sell
62,804
-1,295
-2% -$317K 2.12% 14
2023
Q3 		$15.1M Sell
64,099
-2,659
-4% -$651K 2.43% 13
2023
Q2 		$16.3M Sell
66,758
-1,509
-2% -$348K 2.43% 13
2023
Q1 		$15.4M Buy
68,267
+2,787
+4% +$613K 2.33% 13
2022
Q4 		$13.8M Sell
65,480
-236
-0.4% -$50K 2.23% 13
2022
Q3 		$13M Buy
65,716
+12,984
+25% +$2.85M 2.84% 9
2022
Q2 		$11M Buy
52,732
+2,915
+6% +$659K 2.36% 9
2022
Q1 		$12.5M Buy
49,817
+24,597
+98% +$6.07M 2.43% 9
2021
Q4 		$6.67M Sell
25,220
-216
-0.8% -$55.6K 1.56% 9
2021
Q3 		$6.15M Sell
25,436
-722
-3% -$179K 1.58% 9
2021
Q2 		$6.33M Sell
26,158
-421
-2% -$99.2K 4.44% 2
2021
Q1 		$5.95M Buy
+26,579
New +$5.82M 4.29% 2

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
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
EA
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
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Trust Company's IWB Position: Q2 2026 in Review

Trust Company reduced its iShares Russell 1000 ETF (IWB) stake by 0.86% in Q2 2026, selling an estimated $417K and leaving 121,730 shares worth $49.8M. The position accounts for 4.5% of the portfolio, ranked #10.

Trust Company first reported a position in IWB in Q1 2021 and has held it in 22 quarters since. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Trust Company held 121,730 shares of iShares Russell 1000 ETF worth $49.8M as of Q2 2026.
  • Trust Company sold 1,053 iShares Russell 1000 ETF shares in Q2 2026, an estimated $417K.
  • iShares Russell 1000 ETF made up 4.5% of Trust Company's portfolio in Q2 2026, its #10 holding.
  • Trust Company first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 22 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.