Cambridge Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Cambridge Associates’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	$50.9M	Hold	124,298	–	–	0.73%	18
2026 Q1	$44.3M	Hold	124,298	–	–	0.71%	20
2025 Q4	$46.4M	Sell	124,298 -22,025	-15%	-$8.16M	0.76%	19
2025 Q3	$53.5M	Buy	146,323 +2,563	+2%	+$903K	0.98%	15
2025 Q2	$48.8M	Hold	143,760	–	–	1.08%	15
2025 Q1	$44.1M	Hold	143,760	–	–	1.27%	13
2024 Q4	$46.3M	Hold	143,760	–	–	1.48%	15
2024 Q3	$45.2M	Hold	143,760	–	–	1.69%	14
2024 Q2	$42.8M	Buy	+143,760	New	+$41.3M	1.96%	13

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates's IWB Position: Q2 2026 in Review

Cambridge Associates held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 124,298 shares worth $50.9M. The position accounts for 0.73% of the portfolio, ranked #18.

Cambridge Associates first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. The position peaked at $53.5M in Q3 2025. 1,549 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cambridge Associates held 124,298 shares of iShares Russell 1000 ETF worth $50.9M as of Q2 2026.
Cambridge Associates left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.73% of Cambridge Associates's portfolio in Q2 2026, its #18 holding.
Cambridge Associates first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
Cambridge Associates's iShares Russell 1000 ETF position peaked at $53.5M in Q3 2025.
1,549 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cambridge Associates's 13F filing for Q2 2026, filed 14 Aug 2026.