CWM
IWB icon

Chesapeake Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Chesapeake Wealth 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 		$357K Hold
1,000
– – 0.11% 123
2025
Q4 		$373K Sell
1,000
-101
-9% -$37.4K 0.11% 121
2025
Q3 		$402K Sell
1,101
-6
-0.5% -$2.11K 0.12% 117
2025
Q2 		$376K Hold
1,107
– – 0.13% 119
2025
Q1 		$340K Sell
1,107
-35
-3% -$11.3K 0.12% 121
2024
Q4 		$368K Hold
1,142
– – 0.13% 124
2024
Q3 		$359K Sell
1,142
-35
-3% -$10.6K 0.12% 123
2024
Q2 		$350K Sell
1,177
-400
-25% -$115K 0.13% 120
2024
Q1 		$454K Sell
1,577
-129
-8% -$35.4K 0.17% 107
2023
Q4 		$447K Hold
1,706
– – 0.17% 107
2023
Q3 		$401K Hold
1,706
– – 0.17% 107
2023
Q2 		$416K Sell
1,706
-2
-0.1% -$461 0.16% 108
2023
Q1 		$385K Hold
1,708
– – 0.16% 112
2022
Q4 		$360K Hold
1,708
– – 0.16% 116
2022
Q3 		$337K Hold
1,708
– – 0.15% 119
2022
Q2 		$355K Sell
1,708
-80
-4% -$18.1K 0.15% 128
2022
Q1 		$447K Sell
1,788
-55
-3% -$13.6K 0.16% 125
2021
Q4 		$488K Hold
1,843
– – 0.16% 126
2021
Q3 		$446K Sell
1,843
-155
-8% -$38.5K 0.16% 132
2021
Q2 		$484K Sell
1,998
-53
-3% -$12.5K 0.16% 139
2021
Q1 		$460K Sell
2,051
-50
-2% -$10.9K 0.15% 134
2020
Q4 		$445K Sell
2,101
-183
-8% -$36.5K 0.15% 137
2020
Q3 		$427K Sell
2,284
-143
-6% -$26.4K 0.16% 131
2020
Q2 		$417K Hold
2,427
– – 0.17% 132
2020
Q1 		$343K Hold
2,427
– – 0.16% 126
2019
Q4 		$433K Hold
2,427
– – 0.17% 127
2019
Q3 		$399K Hold
2,427
– – 0.16% 130
2019
Q2 		$395K Hold
2,427
– – 0.17% 136
2019
Q1 		$382K Buy
2,427
+70
+3% +$10.6K 0.17% 137
2018
Q4 		$326K Hold
2,357
– – 0.16% 137
2018
Q3 		$381K Sell
2,357
-99
-4% -$15.7K 0.17% 131
2018
Q2 		$373K Sell
2,456
-5
-0.2% -$753 0.17% 130
2018
Q1 		$361K Buy
+2,461
New +$374K 0.17% 130

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

Chesapeake Wealth Management's IWB Position: Q1 2026 in Review

Chesapeake Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,000 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #123.

Chesapeake Wealth Management first reported a position in IWB in Q1 2018 and has held it in 33 quarters since. The position peaked at $488K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Chesapeake Wealth Management held 1,000 shares of iShares Russell 1000 ETF worth $357K as of Q1 2026.
  • Chesapeake Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.11% of Chesapeake Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Chesapeake Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 33 quarters since.
  • Chesapeake Wealth Management's iShares Russell 1000 ETF position peaked at $488K in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.