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Cannell & Spears’s iShares Russell 1000 ETF IWB Stock Holding History

Cannell & Spears’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 		$9.74M Buy
27,323
+123
+0.5% +$45.8K 0.19% 97
2025
Q4 		$10.2M Hold
27,200
– – 0.19% 96
2025
Q3 		$9.94M Buy
27,200
+115
+0.4% +$40.5K 0.19% 102
2025
Q2 		$9.2M Buy
27,085
+1,089
+4% +$342K 0.19% 102
2025
Q1 		$7.97M Hold
25,996
– – 0.17% 106
2024
Q4 		$8.37M Hold
25,996
– – 0.17% 104
2024
Q3 		$8.17M Sell
25,996
-9
-0% -$2.73K 0.16% 109
2024
Q2 		$7.74M Hold
26,005
– – 0.16% 104
2024
Q1 		$7.49M Hold
26,005
– – 0.15% 109
2023
Q4 		$6.82M Hold
26,005
– – 0.54% 29
2023
Q3 		$6.11M Hold
26,005
– – 0.52% 31
2023
Q2 		$6.34M Sell
26,005
-1,945
-7% -$448K 0.52% 31
2023
Q1 		$6.3M Sell
27,950
-45
-0.2% -$9.9K 0.56% 32
2022
Q4 		$5.89M Buy
27,995
+8,100
+41% +$1.71M 0.56% 32
2022
Q3 		$3.93M Buy
19,895
+6,445
+48% +$1.41M 0.39% 44
2022
Q2 		$2.79M Buy
13,450
+2,220
+20% +$502K 0.25% 53
2022
Q1 		$2.81M Hold
11,230
– – 0.21% 57
2021
Q4 		$2.97M Hold
11,230
– – 0.2% 61
2021
Q3 		$2.71M Sell
11,230
-240
-2% -$59.7K 0.2% 60
2021
Q2 		$2.78M Buy
11,470
+19
+0.2% +$4.48K 0.2% 64
2021
Q1 		$2.56M Sell
11,451
-138
-1% -$30.2K 0.2% 58
2020
Q4 		$2.46M Hold
11,589
– – 0.21% 61
2020
Q3 		$2.17M Hold
11,589
– – 0.21% 60
2020
Q2 		$1.99M Buy
11,589
+5,921
+104% +$958K 0.21% 57
2020
Q1 		$802K Buy
+5,668
New +$958K 0.1% 89

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

Cannell & Spears's IWB Position: Q1 2026 in Review

Cannell & Spears increased its iShares Russell 1000 ETF (IWB) stake by 0.45% in Q1 2026, buying an estimated $45.8K and bringing the position to 27,323 shares worth $9.74M. The position accounts for 0.19% of the portfolio, ranked #97.

Cannell & Spears first reported a position in IWB in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.2M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Cannell & Spears held 27,323 shares of iShares Russell 1000 ETF worth $9.74M as of Q1 2026.
  • Cannell & Spears bought 123 iShares Russell 1000 ETF shares in Q1 2026, an estimated $45.8K.
  • iShares Russell 1000 ETF made up 0.19% of Cannell & Spears's portfolio in Q1 2026, its #97 holding.
  • Cannell & Spears first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Cannell & Spears's iShares Russell 1000 ETF position peaked at $10.2M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.