WhitTier Trust Company’s iShares Russell 1000 ETF IWB Stock Holding History

WhitTier Trust Company’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	$38.1M	Hold	105,492	–	–	0.78%	25
2025 Q4	$40M	Hold	105,492	–	–	0.83%	23
2025 Q3	$38.8M	Hold	105,492	–	–	0.83%	22
2025 Q2	$35.8M	Sell	105,492 -21	-0%	-$6.59K	0.81%	22
2025 Q1	$32.4M	Hold	105,513	–	–	0.82%	21
2024 Q4	$34M	Buy	105,513 +1,759	+2%	+$570K	0.83%	20
2024 Q3	$32.6M	Hold	103,754	–	–	0.84%	20
2024 Q2	$30.9M	Buy	103,754 +1,214	+1%	+$349K	0.86%	20
2024 Q1	$29.5M	Hold	102,540	–	–	0.85%	22
2023 Q4	$26.9M	Hold	102,540	–	–	0.86%	18
2023 Q3	$24.1M	Hold	102,540	–	–	0.85%	20
2023 Q2	$25M	Hold	102,540	–	–	0.85%	21
2023 Q1	$23.1M	Buy	102,540 +405	+0.4%	+$89.1K	0.85%	24
2022 Q4	$21.5M	Buy	102,135 +100	+0.1%	+$21.2K	0.85%	25
2022 Q3	$20.1M	Buy	102,035 +1,196	+1%	+$262K	0.86%	21
2022 Q2	$20.9M	Hold	100,839	–	–	0.86%	21
2022 Q1	$25.2M	Hold	100,839	–	–	0.91%	19
2021 Q4	$26.7M	Hold	100,839	–	–	0.97%	19
2021 Q3	$24.4M	Hold	100,839	–	–	1%	19
2021 Q2	$24.4M	Sell	100,839 -2,300	-2%	-$542K	1.02%	18
2021 Q1	$23.1M	Hold	103,139	–	–	1.03%	18
2020 Q4	$21.8M	Hold	103,139	–	–	1.09%	18
2020 Q3	$19.3M	Hold	103,139	–	–	1.11%	16
2020 Q2	$17.7M	Sell	103,139 -3,300	-3%	-$534K	1.12%	17
2020 Q1	$15.1M	Buy	106,439 +21,725	+26%	+$3.67M	1.16%	18
2019 Q4	$15.1M	Hold	84,714	–	–	0.96%	21
2019 Q3	$13.9M	Hold	84,714	–	–	0.97%	22
2019 Q2	$13.8M	Hold	84,714	–	–	0.98%	23
2019 Q1	$13.3M	Hold	84,714	–	–	0.98%	27
2018 Q4	$11.7M	Buy	84,714 +175	+0.2%	+$26.2K	0.97%	29
2018 Q3	$13.7M	Hold	84,539	–	–	1%	25
2018 Q2	$12.8M	Hold	84,539	–	–	1.01%	23
2018 Q1	$12.4M	Buy	84,539 +58,573	+226%	+$8.9M	1.01%	24
2017 Q4	$3.86M	Sell	25,966 -1,687	-6%	-$244K	0.33%	82
2017 Q3	$3.87M	Sell	27,653 -5,397	-16%	-$741K	0.36%	77
2017 Q2	$4.47M	Sell	33,050 -700	-2%	-$93.4K	0.43%	67
2017 Q1	$4.43M	Hold	33,750	–	–	0.44%	67
2016 Q4	$4.2M	Sell	33,750 -7,729	-19%	-$940K	0.45%	68
2016 Q3	$5M	Hold	41,479	–	–	0.57%	53
2016 Q2	$4.85M	Hold	41,479	–	–	0.55%	56
2016 Q1	$4.73M	Hold	41,479	–	–	0.55%	54
2015 Q4	$4.7M	Hold	41,479	–	–	0.55%	55
2015 Q3	$4.44M	Hold	41,479	–	–	0.54%	58
2015 Q2	$4.81M	Hold	41,479	–	–	0.54%	59
2015 Q1	$4.81M	Hold	41,479	–	–	0.53%	61
2014 Q4	$4.75M	Sell	41,479 -22	-0.1%	-$2.47K	0.53%	59
2014 Q3	$4.56M	Hold	41,501	–	–	0.52%	61
2014 Q2	$4.57M	Hold	41,501	–	–	0.51%	61
2014 Q1	$4.35M	Hold	41,501	–	–	0.51%	61
2013 Q4	$4.28M	Hold	41,501	–	–	0.52%	60
2013 Q3	$3.91M	Hold	41,501	–	–	0.52%	60
2013 Q2	$3.73M	Buy	+41,501	New	+$3.72M	0.54%	57

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

WhitTier Trust Company's IWB Position: Q1 2026 in Review

WhitTier Trust Company held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 105,492 shares worth $38.1M. The position accounts for 0.78% of the portfolio, ranked #25.

WhitTier Trust Company first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $40M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

WhitTier Trust Company held 105,492 shares of iShares Russell 1000 ETF worth $38.1M as of Q1 2026.
WhitTier Trust Company left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.78% of WhitTier Trust Company's portfolio in Q1 2026, its #25 holding.
WhitTier Trust Company first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
WhitTier Trust Company's iShares Russell 1000 ETF position peaked at $40M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.