C.M. Bidwell & Associates’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
Q1 | $177K | Hold |
496
| – | – | 0.08% | 147 |
|
|
2025
Q4 | $185K | Hold |
496
| – | – | 0.09% | 142 |
|
|
2025
Q3 | $181K | Sell |
496
-52,585
| -99% | -$18.5M | 0.09% | 140 |
|
|
2025
Q2 | $18M | Buy |
53,081
+17,191
| +48% | +$5.4M | 9.35% | 1 |
|
|
2025
Q1 | $11M | Buy |
35,890
+12,429
| +53% | +$4.02M | 6.62% | 2 |
|
|
2024
Q4 | $7.56M | Buy |
23,461
+88
| +0.4% | +$28.5K | 4.59% | 2 |
|
|
2024
Q3 | $7.35M | Sell |
23,373
-1,660
| -7% | -$503K | 4.49% | 3 |
|
|
2024
Q2 | $7.45M | Sell |
25,033
-2,122
| -8% | -$609K | 4.99% | 2 |
|
|
2024
Q1 | $7.82M | Buy |
27,155
+165
| +0.6% | +$45.2K | 5.32% | 1 |
|
|
2023
Q4 | $7.08M | Buy |
26,990
+205
| +0.8% | +$50.2K | 5.25% | 1 |
|
|
2023
Q3 | $6.29M | Buy |
26,785
+605
| +2% | +$148K | 4.79% | 1 |
|
|
2023
Q2 | $6.38M | Sell |
26,180
-1,250
| -5% | -$288K | 4.67% | 1 |
|
|
2023
Q1 | $6.18M | Buy |
27,430
+100
| +0.4% | +$22K | 4.69% | 1 |
|
|
2022
Q4 | $5.75M | Buy |
27,330
+238
| +0.9% | +$50.4K | 4.54% | 2 |
|
|
2022
Q3 | $5.35M | Hold |
27,092
| – | – | 4.43% | 2 |
|
|
2022
Q2 | $5.63M | Sell |
27,092
-3,693
| -12% | -$835K | 4.45% | 3 |
|
|
2022
Q1 | $7.7M | Sell |
30,785
-770
| -2% | -$190K | 5.04% | 2 |
|
|
2021
Q4 | $8.34M | Sell |
31,555
-12,175
| -28% | -$3.13M | 5.13% | 1 |
|
|
2021
Q3 | $10.6M | Buy |
43,730
+1,715
| +4% | +$426K | 7.02% | 1 |
|
|
2021
Q2 | $10.2M | Buy |
42,015
+26,180
| +165% | +$6.17M | 6.67% | 1 |
|
|
2021
Q1 | $3.54M | Buy |
15,835
+1,050
| +7% | +$230K | 2.59% | 7 |
|
|
2020
Q4 | $3.13M | Hold |
14,785
| – | – | 2.57% | 7 |
|
|
2020
Q3 | $2.77M | Hold |
14,785
| – | – | 2.55% | 8 |
|
|
2020
Q2 | $2.54M | Sell |
14,785
-1,850
| -11% | -$299K | 2.32% | 8 |
|
|
2020
Q1 | $2.35M | Sell |
16,635
-1,400
| -8% | -$237K | 2.48% | 6 |
|
|
2019
Q4 | $3.22M | Buy |
18,035
+14,310
| +384% | +$2.44M | 2.91% | 6 |
|
|
2019
Q3 | $613K | Sell |
3,725
-1,665
| -31% | -$273K | 0.61% | 41 |
|
|
2019
Q2 | $877K | Sell |
5,390
-160
| -3% | -$25.6K | 0.87% | 21 |
|
|
2019
Q1 | $873K | Buy |
5,550
+1,840
| +50% | +$278K | 0.87% | 18 |
|
|
2018
Q4 | $515K | Hold |
3,710
| – | – | 0.56% | 40 |
|
|
2018
Q3 | $600K | Sell |
3,710
-1,020
| -22% | -$162K | 0.57% | 49 |
|
|
2018
Q2 | $719K | Hold |
4,730
| – | – | 0.67% | 38 |
|
|
2018
Q1 | $695K | Buy |
4,730
+95
| +2% | +$14.4K | 0.64% | 42 |
|
|
2017
Q4 | $689K | Buy |
+4,635
| New | +$671K | 0.59% | 46 |
|
Other funds holding IWB
C.M. Bidwell & Associates's IWB Position: Q1 2026 in Review
C.M. Bidwell & Associates held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 496 shares worth $177K. The position accounts for 0.08% of the portfolio, ranked #147.
C.M. Bidwell & Associates first reported a position in IWB in Q4 2017 and has held it in 34 quarters since. The position peaked at $18M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- C.M. Bidwell & Associates held 496 shares of iShares Russell 1000 ETF worth $177K as of Q1 2026.
- C.M. Bidwell & Associates left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
- iShares Russell 1000 ETF made up 0.08% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #147 holding.
- C.M. Bidwell & Associates first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 34 quarters since.
- C.M. Bidwell & Associates's iShares Russell 1000 ETF position peaked at $18M in Q2 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.