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Campion Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Campion Asset 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 		$8.34M Sell
23,397
-360
-2% -$134K 5.66% 6
2025
Q4 		$8.87M Sell
23,757
-8,328
-26% -$3.08M 6.16% 4
2025
Q3 		$11.7M Sell
32,085
-1,190
-4% -$419K 8.32% 2
2025
Q2 		$11.3M Sell
33,275
-705
-2% -$221K 8.48% 1
2025
Q1 		$10.4M Sell
33,980
-151
-0.4% -$48.8K 8.06% 1
2024
Q4 		$11M Sell
34,131
-968
-3% -$314K 8.3% 1
2024
Q3 		$11M Sell
35,099
-1,344
-4% -$407K 8.1% 1
2024
Q2 		$10.8M Sell
36,443
-1,931
-5% -$554K 8.53% 1
2024
Q1 		$11.1M Sell
38,374
-1,687
-4% -$462K 8.55% 1
2023
Q4 		$10.5M Sell
40,061
-79
-0.2% -$19.3K 8.89% 1
2023
Q3 		$9.43M Sell
40,140
-1,677
-4% -$411K 8.71% 1
2023
Q2 		$10.2M Sell
41,817
-52
-0.1% -$12K 9.09% 1
2023
Q1 		$9.43M Sell
41,869
-420
-1% -$92.4K 8.9% 1
2022
Q4 		$8.9M Sell
42,289
-1,032
-2% -$218K 8.75% 1
2022
Q3 		$8.55M Sell
43,321
-35
-0.1% -$7.67K 9.03% 1
2022
Q2 		$9.01M Sell
43,356
-5,393
-11% -$1.22M 8.9% 1
2022
Q1 		$12.2M Sell
48,749
-195
-0.4% -$48.1K 10.38% 1
2021
Q4 		$12.9M Buy
48,944
+490
+1% +$126K 10.74% 1
2021
Q3 		$11.7M Sell
48,454
-5,409
-10% -$1.34M 10.44% 1
2021
Q2 		$13M Sell
53,863
-4,014
-7% -$946K 10.83% 1
2021
Q1 		$13M Buy
+57,877
New +$12.7M 9.79% 1

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Campion Asset Management's IWB Position: Q1 2026 in Review

Campion Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q1 2026, selling an estimated $134K and leaving 23,397 shares worth $8.34M. The position accounts for 5.66% of the portfolio, ranked #6.

Campion Asset Management first reported a position in IWB in Q1 2021 and has held it in 21 quarters since. The position peaked at $13M in Q2 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Campion Asset Management held 23,397 shares of iShares Russell 1000 ETF worth $8.34M as of Q1 2026.
  • Campion Asset Management sold 360 iShares Russell 1000 ETF shares in Q1 2026, an estimated $134K.
  • iShares Russell 1000 ETF made up 5.66% of Campion Asset Management's portfolio in Q1 2026, its #6 holding.
  • Campion Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Campion Asset Management's iShares Russell 1000 ETF position peaked at $13M in Q2 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.