Rose Capital Advisors LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Rose Capital Advisors LLC’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	$774K	Buy	+1,890	New	+$749K	0.39%	46

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Rose Capital Advisors LLC's IWB Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 1,890 shares worth $774K. The stake represents 0.39% of the portfolio and ranks #46 among its holdings.

1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Rose Capital Advisors LLC held 1,890 shares of iShares Russell 1000 ETF worth $774K as of Q2 2026.
iShares Russell 1000 ETF was a new Rose Capital Advisors LLC position in Q2 2026.
iShares Russell 1000 ETF made up 0.39% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #46 holding.
1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.