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Blue Oak Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Blue Oak Capital’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
2025
Q2 		$227K Hold
669
– – 0.12% 65
2025
Q1 		$205K Sell
669
-1,238
-65% -$400K 0.11% 69
2024
Q4 		$614K Buy
+1,907
New +$618K 0.37% 44

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Oak Capital's IWB Position: Q2 2025 in Review

Blue Oak Capital held its iShares Russell 1000 ETF (IWB) position steady in Q2 2025 at 669 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #65.

Blue Oak Capital first reported a position in IWB in Q4 2024 and has held it in 3 quarters since. The position peaked at $614K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Blue Oak Capital held 669 shares of iShares Russell 1000 ETF worth $227K as of Q2 2025.
  • Blue Oak Capital left its iShares Russell 1000 ETF share count unchanged in Q2 2025.
  • iShares Russell 1000 ETF made up 0.12% of Blue Oak Capital's portfolio in Q2 2025, its #65 holding.
  • Blue Oak Capital first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's iShares Russell 1000 ETF position peaked at $614K in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.