UMB Bank’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.7M | Buy |
62,826
+3,620
| +6% | +$1.43M | 0.33% | 67 |
|
|
2026
Q1 | $21.1M | Buy |
59,206
+2,871
| +5% | +$1.07M | 0.29% | 71 |
|
|
2025
Q4 | $21M | Buy |
56,335
+489
| +0.9% | +$181K | 0.28% | 73 |
|
|
2025
Q3 | $20.4M | Buy |
55,846
+4,585
| +9% | +$1.61M | 0.3% | 64 |
|
|
2025
Q2 | $17.4M | Buy |
51,261
+337
| +0.7% | +$106K | 0.27% | 73 |
|
|
2025
Q1 | $15.6M | Sell |
50,924
-467
| -0.9% | -$151K | 0.26% | 79 |
|
|
2024
Q4 | $16.6M | Sell |
51,391
-225
| -0.4% | -$72.9K | 0.26% | 74 |
|
|
2024
Q3 | $16.2M | Sell |
51,616
-61
| -0.1% | -$18.5K | 0.25% | 74 |
|
|
2024
Q2 | $15.4M | Sell |
51,677
-3,585
| -6% | -$1.03M | 0.25% | 75 |
|
|
2024
Q1 | $15.9M | Sell |
55,262
-239
| -0.4% | -$65.5K | 0.25% | 77 |
|
|
2023
Q4 | $14.6M | Sell |
55,501
-7,321
| -12% | -$1.79M | 0.21% | 96 |
|
|
2023
Q3 | $14.8M | Sell |
62,822
-3,575
| -5% | -$875K | 0.24% | 91 |
|
|
2023
Q2 | $16.2M | Sell |
66,397
-40
| -0.1% | -$9.21K | 0.25% | 85 |
|
|
2023
Q1 | $15M | Sell |
66,437
-17,562
| -21% | -$3.87M | 0.24% | 93 |
|
|
2022
Q4 | $17.7M | Buy |
83,999
+48,258
| +135% | +$10.2M | 0.28% | 84 |
|
|
2022
Q3 | $7.05M | Buy |
35,741
+5,335
| +18% | +$1.17M | 0.12% | 145 |
|
|
2022
Q2 | $6.32M | Sell |
30,406
-11,395
| -27% | -$2.58M | 0.1% | 170 |
|
|
2022
Q1 | $10.5M | Sell |
41,801
-2,651
| -6% | -$655K | 0.14% | 144 |
|
|
2021
Q4 | $11.8M | Buy |
44,452
+923
| +2% | +$238K | 0.15% | 143 |
|
|
2021
Q3 | $10.5M | Buy |
43,529
+248
| +0.6% | +$61.7K | 0.24% | 102 |
|
|
2021
Q2 | $10.5M | Buy |
43,281
+9,751
| +29% | +$2.3M | 0.24% | 98 |
|
|
2021
Q1 | $7.5M | Sell |
33,530
-1,348
| -4% | -$295K | 0.18% | 111 |
|
|
2020
Q4 | $7.39M | Buy |
34,878
+2,242
| +7% | +$447K | 0.2% | 107 |
|
|
2020
Q3 | $5.6M | Hold |
32,636
| – | – | 0.17% | 118 |
|
|
2020
Q2 | $5.6M | Sell |
32,636
-69
| -0.2% | -$11.2K | 0.17% | 118 |
|
|
2020
Q1 | $4.63M | Sell |
32,705
-3,127
| -9% | -$529K | 0.17% | 118 |
|
|
2019
Q4 | $6.39M | Buy |
35,832
+3,756
| +12% | +$641K | 0.18% | 111 |
|
|
2019
Q3 | $5.28M | Sell |
32,076
-1,398
| -4% | -$229K | 0.13% | 123 |
|
|
2019
Q2 | $5.45M | Sell |
33,474
-1,687
| -5% | -$270K | 0.13% | 110 |
|
|
2019
Q1 | $5.53M | Buy |
35,161
+2,739
| +8% | +$414K | 0.17% | 109 |
|
|
2018
Q4 | $4.5M | Hold |
32,422
| – | – | 0.14% | 109 |
|
|
2018
Q3 | $5.24M | Sell |
32,422
-4,469
| -12% | -$709K | 0.16% | 118 |
|
|
2018
Q2 | $5.61M | Sell |
36,891
-573
| -2% | -$86.3K | 0.18% | 110 |
|
|
2018
Q1 | $5.5M | Buy |
37,464
+5,310
| +17% | +$807K | 0.18% | 115 |
|
|
2017
Q4 | $4.78M | Buy |
32,154
+961
| +3% | +$139K | 0.16% | 121 |
|
|
2017
Q3 | $4.36M | Sell |
31,193
-45
| -0.1% | -$6.17K | 0.15% | 119 |
|
|
2017
Q2 | $4.22M | Sell |
31,238
-337
| -1% | -$45K | 0.15% | 116 |
|
|
2017
Q1 | $4.14M | Sell |
31,575
-259
| -0.8% | -$33.5K | 0.15% | 114 |
|
|
2016
Q4 | $3.96M | Buy |
31,834
+592
| +2% | +$72K | 0.15% | 117 |
|
|
2016
Q3 | $3.76M | Sell |
31,242
-1,278
| -4% | -$154K | 0.15% | 120 |
|
|
2016
Q2 | $3.8M | Sell |
32,520
-250
| -0.8% | -$28.8K | 0.16% | 111 |
|
|
2016
Q1 | $3.74M | Buy |
32,770
+1,529
| +5% | +$165K | 0.16% | 110 |
|
|
2015
Q4 | $3.54M | Buy |
+31,241
| New | +$3.57M | 0.15% | 125 |
|
Other funds holding IWB
UMB Bank's IWB Position: Q2 2026 in Review
UMB Bank increased its iShares Russell 1000 ETF (IWB) stake by 6.1% in Q2 2026, buying an estimated $1.43M and bringing the position to 62,826 shares worth $25.7M. The position accounts for 0.33% of the portfolio, ranked #67.
UMB Bank first reported a position in IWB in Q4 2015 and has held it in 43 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- UMB Bank held 62,826 shares of iShares Russell 1000 ETF worth $25.7M as of Q2 2026.
- UMB Bank bought 3,620 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.43M.
- iShares Russell 1000 ETF made up 0.33% of UMB Bank's portfolio in Q2 2026, its #67 holding.
- UMB Bank first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 43 quarters since.
- 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.