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

Cardinal Point 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	$701K	Buy	1,712 +362	+27%	+$143K	0.04%	154
2026 Q1	$481K	Buy	1,350 +371	+38%	+$138K	0.03%	179
2025 Q4	$366K	Sell	979 -2	-0.2%	-$741	0.02%	184
2025 Q3	$357K	Sell	981 -323	-25%	-$114K	0.03%	185
2025 Q2	$443K	Buy	1,304 +325	+33%	+$102K	0.04%	157
2025 Q1	$300K	Hold	979	–	–	0.03%	152
2024 Q4	$315K	Hold	979	–	–	0.05%	70
2024 Q3	$308K	Hold	979	–	–	0.05%	70
2024 Q2	$291K	Hold	979	–	–	0.05%	65
2024 Q1	$282K	Hold	979	–	–	0.05%	62
2023 Q4	$257K	Hold	979	–	–	0.06%	60
2023 Q3	$231K	Hold	979	–	–	0.06%	63
2023 Q2	$239K	Hold	979	–	–	0.07%	61
2023 Q1	$221K	Hold	979	–	–	0.07%	75
2022 Q4	$206K	Buy	+979	New	+$207K	0.07%	66

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 29.2% 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

Cardinal Point Capital Management's IWB Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 27% in Q2 2026, buying an estimated $143K and bringing the position to 1,712 shares worth $701K. The position accounts for 0.04% of the portfolio, ranked #154.

Cardinal Point Capital Management first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cardinal Point Capital Management held 1,712 shares of iShares Russell 1000 ETF worth $701K as of Q2 2026.
Cardinal Point Capital Management bought 362 iShares Russell 1000 ETF shares in Q2 2026, an estimated $143K.
iShares Russell 1000 ETF made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #154 holding.
Cardinal Point Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.