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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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 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. 419 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.
  • 419 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.