WB
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Webster Bank’s iShares Russell 1000 ETF IWB Stock Holding History

Webster Bank’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 		$2.76M Sell
6,752
-75
-1% -$29.7K 0.24% 74
2026
Q1 		$2.43M Buy
6,827
+130
+2% +$48.4K 0.23% 80
2025
Q4 		$2.5M Hold
6,697
– – 0.23% 78
2025
Q3 		$2.45M Hold
6,697
– – 0.24% 80
2025
Q2 		$2.27M Hold
6,697
– – 0.23% 78
2025
Q1 		$2.05M Hold
6,697
– – 0.23% 80
2024
Q4 		$2.16M Hold
6,697
– – 0.23% 78
2024
Q3 		$2.11M Hold
6,697
– – 0.22% 80
2024
Q2 		$1.99M Buy
6,697
+290
+5% +$83.3K 0.22% 79
2024
Q1 		$1.85M Hold
6,407
– – 0.21% 84
2023
Q4 		$1.68M Hold
6,407
– – 0.21% 84
2023
Q3 		$1.51M Buy
6,407
+75
+1% +$18.4K 0.2% 86
2023
Q2 		$1.54M Hold
6,332
– – 0.2% 86
2023
Q1 		$1.43M Hold
6,332
– – 0.19% 92
2022
Q4 		$1.33M Hold
6,332
– – 0.18% 94
2022
Q3 		$1.25M Buy
6,332
+240
+4% +$52.6K 0.18% 93
2022
Q2 		$1.27M Hold
6,092
– – 0.17% 94
2022
Q1 		$1.52M Buy
6,092
+165
+3% +$40.7K 0.18% 91
2021
Q4 		$1.57M Sell
5,927
-585
-9% -$151K 0.16% 92
2021
Q3 		$1.57M Buy
6,512
+1,550
+31% +$385K 0.18% 91
2021
Q2 		$1.2M Hold
4,962
– – 0.13% 109
2021
Q1 		$1.11M Hold
4,962
– – 0.13% 114
2020
Q4 		$1.05M Buy
+4,962
New +$990K 0.12% 119
2019
Q2 		– Sell
-915
Closed -$144K – 511
2019
Q1 		$144K Hold
915
– – 0.02% 219
2018
Q4 		$127K Hold
915
– – 0.02% 223
2018
Q3 		$148K Hold
915
– – 0.02% 232
2018
Q2 		$139K Hold
915
– – 0.02% 232
2018
Q1 		$134K Hold
915
– – 0.02% 239
2017
Q4 		$136K Hold
915
– – 0.02% 245
2017
Q3 		$128K Hold
915
– – 0.02% 246
2017
Q2 		$124K Hold
915
– – 0.02% 247
2017
Q1 		$120K Hold
915
– – 0.02% 265
2016
Q4 		$114K Buy
+915
New +$111K 0.02% 255

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Webster Bank's IWB Position: Q2 2026 in Review

Webster Bank reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q2 2026, selling an estimated $29.7K and leaving 6,752 shares worth $2.76M. The position accounts for 0.24% of the portfolio, ranked #74.

Webster Bank first reported a position in IWB in Q4 2016 and has held it in 33 quarters since. 469 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Webster Bank held 6,752 shares of iShares Russell 1000 ETF worth $2.76M as of Q2 2026.
  • Webster Bank sold 75 iShares Russell 1000 ETF shares in Q2 2026, an estimated $29.7K.
  • iShares Russell 1000 ETF made up 0.24% of Webster Bank's portfolio in Q2 2026, its #74 holding.
  • Webster Bank first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 33 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.