Welch & Forbes’s iShares Russell 1000 ETF IWB Stock Holding History

Welch & Forbes’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 Q1	$3.22M	Sell	9,037 -8	-0.1%	-$2.98K	0.04%	153
2025 Q4	$3.38M	Hold	9,045	–	–	0.04%	149
2025 Q3	$3.31M	Hold	9,045	–	–	0.04%	151
2025 Q2	$3.07M	Buy	9,045 +881	+11%	+$277K	0.04%	152
2025 Q1	$2.5M	Sell	8,164 -190	-2%	-$61.4K	0.03%	168
2024 Q4	$2.69M	Hold	8,354	–	–	0.03%	163
2024 Q3	$2.63M	Hold	8,354	–	–	0.03%	166
2024 Q2	$2.52M	Hold	8,354	–	–	0.03%	166
2024 Q1	$2.41M	Sell	8,354 -175	-2%	-$48K	0.03%	177
2023 Q4	$2.24M	Sell	8,529 -325	-4%	-$79.6K	0.03%	178
2023 Q3	$2.08M	Buy	8,854 +1,060	+14%	+$259K	0.03%	177
2023 Q2	$1.9M	Buy	7,794 +1,584	+26%	+$365K	0.03%	186
2023 Q1	$1.4M	Sell	6,210 -225	-3%	-$49.5K	0.02%	194
2022 Q4	$1.35M	Sell	6,435 -500	-7%	-$106K	0.02%	193
2022 Q3	$1.37M	Hold	6,935	–	–	0.03%	197
2022 Q2	$1.44M	Hold	6,935	–	–	0.03%	197
2022 Q1	$1.73M	Sell	6,935 -410	-6%	-$101K	0.03%	191
2021 Q4	$1.94M	Buy	7,345 +985	+15%	+$254K	0.03%	187
2021 Q3	$1.54M	Hold	6,360	–	–	0.03%	196
2021 Q2	$1.54M	Hold	6,360	–	–	0.03%	191
2021 Q1	$1.42M	Hold	6,360	–	–	0.03%	191
2020 Q4	$1.35M	Hold	6,360	–	–	0.03%	192
2020 Q3	$1.19M	Sell	6,360 -260	-4%	-$48K	0.03%	187
2020 Q2	$1.14M	Hold	6,620	–	–	0.03%	185
2020 Q1	$937K	Hold	6,620	–	–	0.03%	188
2019 Q4	$1.18M	Hold	6,620	–	–	0.03%	196
2019 Q3	$1.09M	Hold	6,620	–	–	0.03%	199
2019 Q2	$1.08M	Hold	6,620	–	–	0.03%	202
2019 Q1	$1.04M	Hold	6,620	–	–	0.03%	202
2018 Q4	$918K	Hold	6,620	–	–	0.03%	205
2018 Q3	$1.07M	Sell	6,620 -100	-1%	-$15.9K	0.03%	201
2018 Q2	$1.02M	Sell	6,720 -130	-2%	-$19.6K	0.03%	193
2018 Q1	$1.01M	Buy	6,850 +650	+10%	+$98.8K	0.03%	206
2017 Q4	$922K	Hold	6,200	–	–	0.02%	194
2017 Q3	$867K	Hold	6,200	–	–	0.02%	202
2017 Q2	$839K	Hold	6,200	–	–	0.02%	204
2017 Q1	$814K	Hold	6,200	–	–	0.02%	201
2016 Q4	$771K	Hold	6,200	–	–	0.02%	206
2016 Q3	$747K	Buy	6,200 +200	+3%	+$24K	0.03%	180
2016 Q2	$701K	Hold	6,000	–	–	0.02%	213
2016 Q1	$684K	Hold	6,000	–	–	0.02%	219
2015 Q4	$680K	Hold	6,000	–	–	0.02%	213
2015 Q3	$642K	Hold	6,000	–	–	0.02%	219
2015 Q2	$696K	Hold	6,000	–	–	0.02%	227
2015 Q1	$695K	Hold	6,000	–	–	0.02%	227
2014 Q4	$688K	Hold	6,000	–	–	0.02%	232
2014 Q3	$659K	Hold	6,000	–	–	0.02%	236
2014 Q2	$661K	Hold	6,000	–	–	0.02%	227
2014 Q1	$629K	Hold	6,000	–	–	0.02%	236
2013 Q4	$619K	Hold	6,000	–	–	0.02%	226
2013 Q3	$565K	Hold	6,000	–	–	0.02%	241
2013 Q2	$540K	Buy	+6,000	New	+$537K	0.02%	225

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Welch & Forbes's IWB Position: Q1 2026 in Review

Welch & Forbes reduced its iShares Russell 1000 ETF (IWB) stake by 0.09% in Q1 2026, selling an estimated $2.98K and leaving 9,037 shares worth $3.22M. The position accounts for 0.04% of the portfolio, ranked #153.

Welch & Forbes first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.38M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Welch & Forbes held 9,037 shares of iShares Russell 1000 ETF worth $3.22M as of Q1 2026.
Welch & Forbes sold 8 iShares Russell 1000 ETF shares in Q1 2026, an estimated $2.98K.
iShares Russell 1000 ETF made up 0.04% of Welch & Forbes's portfolio in Q1 2026, its #153 holding.
Welch & Forbes first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
Welch & Forbes's iShares Russell 1000 ETF position peaked at $3.38M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.