17 Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

17 Capital Partners’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	$1.62M	Buy	4,541 +206	+5%	+$76.8K	0.83%	21
2025 Q4	$1.62M	Sell	4,335 -423	-9%	-$157K	0.83%	26
2025 Q3	$1.74M	Sell	4,758 -95	-2%	-$33.5K	0.95%	21
2025 Q2	$1.65M	Buy	4,853 +257	+6%	+$80.7K	0.95%	21
2025 Q1	$1.41M	Buy	4,596 +210	+5%	+$67.9K	0.9%	34
2024 Q4	$1.41M	Buy	4,386 +102	+2%	+$33K	0.89%	33
2024 Q3	$1.35M	Buy	4,284 +203	+5%	+$61.5K	0.88%	39
2024 Q2	$1.21M	Buy	4,081 +242	+6%	+$69.5K	0.86%	40
2024 Q1	$1.11M	Buy	3,839 +477	+14%	+$131K	0.82%	45
2023 Q4	$882K	Buy	+3,362	New	+$823K	0.81%	48
2022 Q3	$610K	Hold	3,089	–	–	0.84%	50
2022 Q2	$642K	Buy	3,089 +12	+0.4%	+$2.71K	0.81%	50
2022 Q1	$769K	Buy	3,077 +20	+0.7%	+$4.94K	0.8%	50
2021 Q4	$808K	Buy	3,057 +12	+0.4%	+$3.09K	0.74%	52
2021 Q3	$736K	Buy	3,045 +40	+1%	+$9.94K	0.69%	51
2021 Q2	$727K	Buy	+3,005	New	+$708K	0.68%	54

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

17 Capital Partners's IWB Position: Q1 2026 in Review

17 Capital Partners increased its iShares Russell 1000 ETF (IWB) stake by 4.8% in Q1 2026, buying an estimated $76.8K and bringing the position to 4,541 shares worth $1.62M. The position accounts for 0.83% of the portfolio, ranked #21.

17 Capital Partners first reported a position in IWB in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.74M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

17 Capital Partners held 4,541 shares of iShares Russell 1000 ETF worth $1.62M as of Q1 2026.
17 Capital Partners bought 206 iShares Russell 1000 ETF shares in Q1 2026, an estimated $76.8K.
iShares Russell 1000 ETF made up 0.83% of 17 Capital Partners's portfolio in Q1 2026, its #21 holding.
17 Capital Partners first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 16 quarters since.
17 Capital Partners's iShares Russell 1000 ETF position peaked at $1.74M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.