Whittier Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Whittier Trust’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	$29.8M	Sell	82,482 -2,779	-3%	-$1.04M	0.34%	72
2025 Q4	$32.4M	Buy	85,261 +1,746	+2%	+$647K	0.35%	62
2025 Q3	$30.7M	Sell	83,515 -571	-0.7%	-$201K	0.35%	64
2025 Q2	$28.6M	Sell	84,086 -2,397	-3%	-$752K	0.34%	63
2025 Q1	$26.5M	Buy	86,483 +100	+0.1%	+$32.3K	0.37%	60
2024 Q4	$27.8M	Sell	86,383 -14,520	-14%	-$4.7M	0.37%	58
2024 Q3	$31.7M	Sell	100,903 -163	-0.2%	-$49.4K	0.42%	53
2024 Q2	$30.1M	Sell	101,066 -6,527	-6%	-$1.87M	0.43%	52
2024 Q1	$31M	Buy	107,593 +16,877	+19%	+$4.63M	0.45%	51
2023 Q4	$23.8M	Sell	90,716 -2,251	-2%	-$551K	0.39%	64
2023 Q3	$21.8M	Sell	92,967 -337	-0.4%	-$82.5K	0.39%	59
2023 Q2	$22.7M	Buy	93,304 +797	+0.9%	+$184K	0.4%	61
2023 Q1	$20.8M	Sell	92,507 -6,535	-7%	-$1.44M	0.38%	68
2022 Q4	$20.9M	Buy	99,042 +4,157	+4%	+$880K	0.41%	60
2022 Q3	$18.7M	Sell	94,885 -1,695	-2%	-$372K	0.39%	65
2022 Q2	$20.1M	Sell	96,580 -724	-0.7%	-$164K	0.41%	62
2022 Q1	$24.3M	Buy	97,304 +115	+0.1%	+$28.4K	0.41%	59
2021 Q4	$25.7M	Buy	97,189 +326	+0.3%	+$83.9K	0.42%	59
2021 Q3	$23.4M	Sell	96,863 -151	-0.2%	-$37.5K	0.43%	58
2021 Q2	$23.5M	Sell	97,014 -3,175	-3%	-$748K	0.42%	58
2021 Q1	$22.4M	Hold	100,189	–	–	0.44%	55
2020 Q4	$21.2M	Sell	100,189 -45	-0%	-$8.98K	0.45%	54
2020 Q3	$18.8M	Sell	100,234 -955	-0.9%	-$176K	0.45%	56
2020 Q2	$17.4M	Buy	101,189 +11,974	+13%	+$1.94M	0.48%	52
2020 Q1	$12.6M	Sell	89,215 -27,213	-23%	-$4.6M	0.41%	65
2019 Q4	$20.8M	Sell	116,428 -1,847	-2%	-$315K	0.55%	46
2019 Q3	$19.5M	Hold	118,275	–	–	0.56%	43
2019 Q2	$19.3M	Sell	118,275 -105	-0.1%	-$16.8K	0.57%	39
2019 Q1	$18.6M	Sell	118,380 -19,768	-14%	-$2.99M	0.57%	40
2018 Q4	$19.2M	Buy	138,148 +72,428	+110%	+$10.8M	0.66%	36
2018 Q3	$10.6M	Buy	65,720 +56	+0.1%	+$8.89K	0.33%	83
2018 Q2	$9.98M	Buy	65,664 +4,000	+6%	+$603K	0.33%	90
2018 Q1	$9.06M	Hold	61,664	–	–	0.3%	98
2017 Q4	$9.16M	Hold	61,664	–	–	0.32%	92
2017 Q3	$8.63M	Hold	61,664	–	–	0.31%	92
2017 Q2	$8.34M	Sell	61,664 -111	-0.2%	-$14.8K	0.32%	90
2017 Q1	$8.11M	Sell	61,775 -4,565	-7%	-$591K	0.33%	87
2016 Q4	$8.26M	Sell	66,340 -86	-0.1%	-$10.5K	0.35%	81
2016 Q3	$8M	Sell	66,426 -100	-0.2%	-$12K	0.35%	81
2016 Q2	$7.78M	Sell	66,526 -441	-0.7%	-$50.9K	0.34%	85
2016 Q1	$7.64M	Sell	66,967 -1,797	-3%	-$194K	0.34%	83
2015 Q4	$7.79M	Sell	68,764 -5,735	-8%	-$656K	0.35%	75
2015 Q3	$7.97M	Buy	74,499 +7,390	+11%	+$839K	0.39%	70
2015 Q2	$7.79M	Sell	67,109 -5	-0%	-$590	0.35%	76
2015 Q1	$7.78M	Buy	67,114 +4,998	+8%	+$577K	0.36%	78
2014 Q4	$7.12M	Hold	62,116	–	–	0.34%	84
2014 Q3	$6.83M	Sell	62,116 -2,260	-4%	-$250K	0.33%	82
2014 Q2	$7.09M	Buy	64,376 +671	+1%	+$71.4K	0.35%	82
2014 Q1	$6.67M	Sell	63,705 -13,067	-17%	-$1.34M	0.34%	82
2013 Q4	$7.92M	Sell	76,772 -175	-0.2%	-$17.3K	0.41%	70
2013 Q3	$7.25M	Sell	76,947 -125	-0.2%	-$11.7K	0.39%	70
2013 Q2	$6.93M	Buy	+77,072	New	+$6.9M	0.39%	72

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's IWB Position: Q1 2026 in Review

Whittier Trust reduced its iShares Russell 1000 ETF (IWB) stake by 3.3% in Q1 2026, selling an estimated $1.04M and leaving 82,482 shares worth $29.8M. The position accounts for 0.34% of the portfolio, ranked #72.

Whittier Trust first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.4M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Whittier Trust held 82,482 shares of iShares Russell 1000 ETF worth $29.8M as of Q1 2026.
Whittier Trust sold 2,779 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.04M.
iShares Russell 1000 ETF made up 0.34% of Whittier Trust's portfolio in Q1 2026, its #72 holding.
Whittier Trust first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's iShares Russell 1000 ETF position peaked at $32.4M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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