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 Q2	$406K	Buy	992 +2	+0.2%	+$793	0.15%	39
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

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 29.18% 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 Capital Management's IWB Position: Q2 2026 in Review

Cambridge Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 0.2% in Q2 2026, buying an estimated $793 and bringing the position to 992 shares worth $406K. The position accounts for 0.15% of the portfolio, ranked #39.

Cambridge Capital Management first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cambridge Capital Management held 992 shares of iShares Russell 1000 ETF worth $406K as of Q2 2026.
Cambridge Capital Management bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
iShares Russell 1000 ETF made up 0.15% of Cambridge Capital Management's portfolio in Q2 2026, its #39 holding.
Cambridge Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.