Chatham Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

Chatham Capital Group’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	$556K	Hold	1,358	–	–	0.07%	159
2026 Q1	$484K	Hold	1,358	–	–	0.07%	163
2025 Q4	$507K	Hold	1,358	–	–	0.07%	157
2025 Q3	$496K	Hold	1,358	–	–	0.07%	155
2025 Q2	$461K	Hold	1,358	–	–	0.07%	154
2025 Q1	$417K	Hold	1,358	–	–	0.07%	159
2024 Q4	$437K	Hold	1,358	–	–	0.07%	156
2024 Q3	$427K	Hold	1,358	–	–	0.07%	155
2024 Q2	$404K	Hold	1,358	–	–	0.07%	154
2024 Q1	$391K	Hold	1,358	–	–	0.07%	162
2023 Q4	$356K	Hold	1,358	–	–	0.07%	158
2023 Q3	$319K	Hold	1,358	–	–	0.07%	158
2023 Q2	$331K	Hold	1,358	–	–	0.07%	162
2023 Q1	$306K	Hold	1,358	–	–	0.07%	163
2022 Q4	$286K	Hold	1,358	–	–	0.07%	167
2022 Q3	$268K	Hold	1,358	–	–	0.07%	162
2022 Q2	$282K	Buy	+1,358	New	+$307K	0.06%	164

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 22.9% 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

Chatham Capital Group's IWB Position: Q2 2026 in Review

Chatham Capital Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,358 shares worth $556K. The position accounts for 0.07% of the portfolio, ranked #159.

Chatham Capital Group first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Chatham Capital Group held 1,358 shares of iShares Russell 1000 ETF worth $556K as of Q2 2026.
Chatham Capital Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of Chatham Capital Group's portfolio in Q2 2026, its #159 holding.
Chatham Capital Group first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.