Box Hill Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Box Hill Private Wealth’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 Q3	$3.22M	Buy	7,744 +448	+6%	+$186K	2.34%	11
2026 Q2	$2.99M	Buy	7,296 +331	+5%	+$131K	2.4%	10
2026 Q1	$2.48M	Buy	6,965 +2,129	+44%	+$793K	2.45%	8
2025 Q4	$1.81M	Buy	+4,836	New	+$1.79M	1.83%	14

Other funds holding IWB

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Box Hill Private Wealth's IWB Position: Q3 2026 in Review

Box Hill Private Wealth increased its iShares Russell 1000 ETF (IWB) stake by 6.1% in Q3 2026, buying an estimated $186K and bringing the position to 7,744 shares worth $3.22M. The position accounts for 2.34% of the portfolio, ranked #11.

Box Hill Private Wealth first reported a position in IWB in Q4 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Box Hill Private Wealth held 7,744 shares of iShares Russell 1000 ETF worth $3.22M as of Q3 2026.
Box Hill Private Wealth bought 448 iShares Russell 1000 ETF shares in Q3 2026, an estimated $186K.
iShares Russell 1000 ETF made up 2.34% of Box Hill Private Wealth's portfolio in Q3 2026, its #11 holding.
Box Hill Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 4 quarters since.
82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.