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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cambridge Associates's IWB Position: Q1 2026 in Review

Cambridge Associates held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 124,298 shares worth $44.3M. The position accounts for 0.71% of the portfolio, ranked #20.

Cambridge Associates first reported a position in IWB in Q2 2024 and has held it in 8 quarters since. The position peaked at $53.5M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Cambridge Associates held 124,298 shares of iShares Russell 1000 ETF worth $44.3M as of Q1 2026.
Cambridge Associates left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.71% of Cambridge Associates's portfolio in Q1 2026, its #20 holding.
Cambridge Associates first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 8 quarters since.
Cambridge Associates's iShares Russell 1000 ETF position peaked at $53.5M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Cambridge Associates's 13F filing for Q1 2026, filed 13 May 2026.