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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

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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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. 315 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.
  • 315 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.