Blume Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Blume Capital Management’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	$196K	Hold	550	–	–	0.03%	113
2025 Q4	$205K	Hold	550	–	–	0.04%	114
2025 Q3	$201K	Hold	550	–	–	0.04%	115
2025 Q2	$187K	Hold	550	–	–	0.04%	115
2025 Q1	$169K	Hold	550	–	–	0.04%	117
2024 Q4	$177K	Hold	550	–	–	0.04%	117
2024 Q3	$173K	Hold	550	–	–	0.04%	120
2024 Q2	$164K	Hold	550	–	–	0.04%	116
2024 Q1	$158K	Hold	550	–	–	0.04%	117
2023 Q4	$144K	Sell	550 -42	-7%	-$10.3K	0.04%	117
2023 Q3	$139K	Hold	592	–	–	0.04%	113
2023 Q2	$144K	Hold	592	–	–	0.04%	104
2023 Q1	$133K	Hold	592	–	–	0.04%	105
2022 Q4	$125K	Hold	592	–	–	0.04%	116
2022 Q3	$117K	Hold	592	–	–	0.04%	109
2022 Q2	$123K	Hold	592	–	–	0.05%	109
2022 Q1	$148K	Hold	592	–	–	0.05%	98
2021 Q4	$156K	Hold	592	–	–	0.05%	108
2021 Q3	$143K	Hold	592	–	–	0.05%	105
2021 Q2	$143K	Buy	592 +42	+8%	+$9.9K	0.05%	100
2021 Q1	$123K	Hold	550	–	–	0.05%	105
2020 Q4	$116K	Hold	550	–	–	0.05%	88
2020 Q3	$103K	Sell	550 -77	-12%	-$14.2K	0.05%	92
2020 Q2	$108K	Buy	627 +1	+0.2%	+$162	0.06%	85
2020 Q1	$88K	Sell	626 -291	-32%	-$49.2K	0.06%	86
2019 Q4	$163K	Buy	917 +291	+46%	+$49.7K	0.08%	74
2019 Q3	$103K	Sell	626 -1	-0.2%	-$164	0.05%	94
2019 Q2	$102K	Hold	627	–	–	0.05%	91
2019 Q1	$99K	Hold	627	–	–	0.05%	96
2018 Q4	$87K	Hold	627	–	–	0.05%	100
2018 Q3	$101K	Hold	627	–	–	0.05%	84
2018 Q2	$95K	Buy	627 +1	+0.2%	+$151	0.05%	83
2018 Q1	$92K	Sell	626 -1	-0.2%	-$152	0.05%	84
2017 Q4	$93K	Hold	627	–	–	0.05%	87
2017 Q3	$88K	Hold	627	–	–	0.05%	84
2017 Q2	$85K	Hold	627	–	–	0.05%	75
2017 Q1	$82K	Hold	627	–	–	0.05%	73
2016 Q4	$78K	Hold	627	–	–	0.05%	75
2016 Q3	$75K	Hold	627	–	–	0.05%	75
2016 Q2	$73K	Hold	627	–	–	0.05%	80
2016 Q1	$71K	Hold	627	–	–	0.05%	82
2015 Q4	$71K	Hold	627	–	–	0.05%	86
2015 Q3	$67K	Hold	627	–	–	0.05%	80
2015 Q2	$73K	Hold	627	–	–	0.06%	85
2015 Q1	$73K	Hold	627	–	–	0.05%	103
2014 Q4	$72K	Hold	627	–	–	0.05%	110
2014 Q3	$69K	Hold	627	–	–	0.05%	81
2014 Q2	$69K	Buy	627 +3	+0.5%	+$319	0.05%	82
2014 Q1	$65K	Hold	624	–	–	0.05%	89
2013 Q4	$64K	Buy	+624	New	+$61.7K	0.05%	98

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

Blume Capital Management's IWB Position: Q1 2026 in Review

Blume Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 550 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #113.

Blume Capital Management first reported a position in IWB in Q4 2013 and has held it in 50 quarters since. The position peaked at $205K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Blume Capital Management held 550 shares of iShares Russell 1000 ETF worth $196K as of Q1 2026.
Blume Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.03% of Blume Capital Management's portfolio in Q1 2026, its #113 holding.
Blume Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 50 quarters since.
Blume Capital Management's iShares Russell 1000 ETF position peaked at $205K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Blume Capital Management's 13F filing for Q1 2026, filed 1 May 2026.