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Caldwell Sutter Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Caldwell Sutter 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
2026
Q2 		$11.5K Hold
28
– – ﹤0.01% 588
2026
Q1 		$9.98K Hold
28
– – ﹤0.01% 558
2025
Q4 		$10.5K Sell
28
-81
-74% -$30K ﹤0.01% 544
2025
Q3 		$39.8K Hold
109
– – 0.02% 396
2025
Q2 		$37K Sell
109
-144
-57% -$45.2K 0.02% 393
2025
Q1 		$77.6K Buy
+253
New +$81.8K 0.04% 304

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 29.18% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Sutter Capital's IWB Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 28 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Caldwell Sutter Capital first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $77.6K in Q1 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Caldwell Sutter Capital held 28 shares of iShares Russell 1000 ETF worth $11.5K as of Q2 2026.
  • Caldwell Sutter Capital left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #588 holding.
  • Caldwell Sutter Capital first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • Caldwell Sutter Capital's iShares Russell 1000 ETF position peaked at $77.6K in Q1 2025.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.