Trust Point Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Trust Point Inc’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	$19.2M	Sell	46,868 -8,407	-15%	-$3.33M	1.63%	10
2026 Q1	$19.7M	Sell	55,275 -1,389	-2%	-$518K	1.71%	11
2025 Q4	$21.2M	Hold	56,664	–	–	1.67%	9
2025 Q3	$20.7M	Hold	56,664	–	–	1.67%	9
2025 Q2	$19.2M	Sell	56,664 -3,656	-6%	-$1.15M	1.81%	7
2025 Q1	$18.5M	Hold	60,320	–	–	1.69%	7
2024 Q4	$19.4M	Hold	60,320	–	–	1.35%	10
2024 Q3	$19M	Hold	60,320	–	–	1.42%	9
2024 Q2	$17.9M	Sell	60,320 -83	-0.1%	-$23.8K	1.44%	10
2024 Q1	$17.4M	Sell	60,403 -732	-1%	-$201K	1.37%	10
2023 Q4	$16M	Buy	+61,135	New	+$15M	1.33%	10

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 29.18% 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

Trust Point Inc's IWB Position: Q2 2026 in Review

Trust Point Inc reduced its iShares Russell 1000 ETF (IWB) stake by 15% in Q2 2026, selling an estimated $3.33M and leaving 46,868 shares worth $19.2M. The position accounts for 1.63% of the portfolio, ranked #10.

Trust Point Inc first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.2M in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Trust Point Inc held 46,868 shares of iShares Russell 1000 ETF worth $19.2M as of Q2 2026.
Trust Point Inc sold 8,407 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.33M.
iShares Russell 1000 ETF made up 1.63% of Trust Point Inc's portfolio in Q2 2026, its #10 holding.
Trust Point Inc first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's iShares Russell 1000 ETF position peaked at $21.2M in Q4 2025.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.