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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Box Hill Private Wealth's IWB Position: Q2 2026 in Review

Box Hill Private Wealth increased its iShares Russell 1000 ETF (IWB) stake by 4.8% in Q2 2026, buying an estimated $131K and bringing the position to 7,296 shares worth $2.99M. The position accounts for 2.4% of the portfolio, ranked #10.

Box Hill Private Wealth first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Box Hill Private Wealth held 7,296 shares of iShares Russell 1000 ETF worth $2.99M as of Q2 2026.
  • Box Hill Private Wealth bought 331 iShares Russell 1000 ETF shares in Q2 2026, an estimated $131K.
  • iShares Russell 1000 ETF made up 2.4% of Box Hill Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Box Hill Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.