Cambridge Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Cambridge Capital Management’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	$353K	Sell	990 -2	-0.2%	-$745	0.15%	38
2025 Q4	$370K	Buy	992 +3	+0.3%	+$1.11K	0.17%	38
2025 Q3	$361K	Buy	989 +3	+0.3%	+$1.06K	0.17%	35
2025 Q2	$335K	Buy	986 +2	+0.2%	+$628	0.18%	34
2025 Q1	$302K	Buy	984 +3	+0.3%	+$970	0.19%	32
2024 Q4	$316K	Buy	981 +3	+0.3%	+$972	0.2%	31
2024 Q3	$307K	Hold	978	–	–	0.2%	31
2024 Q2	$291K	Hold	978	–	–	0.22%	29
2024 Q1	$282K	Hold	978	–	–	0.22%	31
2023 Q4	$256K	Buy	+978	New	+$239K	0.22%	31

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 Capital Management's IWB Position: Q1 2026 in Review

Cambridge Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.2% in Q1 2026, selling an estimated $745 and leaving 990 shares worth $353K. The position accounts for 0.15% of the portfolio, ranked #38.

Cambridge Capital Management first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $370K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Cambridge Capital Management held 990 shares of iShares Russell 1000 ETF worth $353K as of Q1 2026.
Cambridge Capital Management sold 2 iShares Russell 1000 ETF shares in Q1 2026, an estimated $745.
iShares Russell 1000 ETF made up 0.15% of Cambridge Capital Management's portfolio in Q1 2026, its #38 holding.
Cambridge Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Cambridge Capital Management's iShares Russell 1000 ETF position peaked at $370K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Cambridge Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.