Connable Office Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Connable Office Inc’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	$4.18M	Sell	10,200 -8	-0.1%	-$3.17K	0.37%	37
2026 Q1	$3.64M	Buy	10,208 +5,810	+132%	+$2.16M	0.36%	39
2025 Q4	$1.64M	Buy	4,398 +18	+0.4%	+$6.67K	0.15%	75
2025 Q3	$1.6M	Buy	4,380 +2,049	+88%	+$722K	0.15%	83
2025 Q2	$792K	Sell	2,331 -837	-26%	-$263K	0.08%	103
2025 Q1	$972K	Buy	3,168 +1,195	+61%	+$386K	0.1%	92
2024 Q4	$636K	Buy	+1,973	New	+$639K	0.07%	121
2023 Q3	–	Sell	-1,600	Closed	-$390K	–	198
2023 Q2	$390K	Buy	+1,600	New	+$368K	0.05%	147
2023 Q1	–	Sell	-4,507	Closed	-$949K	–	210
2022 Q4	$949K	Buy	4,507 +855	+23%	+$181K	0.14%	92
2022 Q3	$721K	Buy	+3,652	New	+$801K	0.12%	97
2022 Q1	–	Sell	-6,997	Closed	-$1.85M	–	229
2021 Q4	$1.85M	Buy	+6,997	New	+$1.8M	0.24%	83
2021 Q2	–	Sell	-1,161	Closed	-$260K	–	219
2021 Q1	$260K	Sell	1,161 -6,305	-84%	-$1.38M	0.04%	193
2020 Q4	$1.58M	Buy	+7,466	New	+$1.49M	0.24%	76
2019 Q3	–	Sell	-3,221	Closed	-$524K	–	188
2019 Q2	$524K	Buy	+3,221	New	+$516K	0.1%	99

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 29.18% 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

Connable Office Inc's IWB Position: Q2 2026 in Review

Connable Office Inc reduced its iShares Russell 1000 ETF (IWB) stake by 0.08% in Q2 2026, selling an estimated $3.17K and leaving 10,200 shares worth $4.18M. The position accounts for 0.37% of the portfolio, ranked #37.

Connable Office Inc first reported a position in IWB in Q2 2019 and has held it in 14 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Connable Office Inc held 10,200 shares of iShares Russell 1000 ETF worth $4.18M as of Q2 2026.
Connable Office Inc sold 8 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.17K.
iShares Russell 1000 ETF made up 0.37% of Connable Office Inc's portfolio in Q2 2026, its #37 holding.
Connable Office Inc first reported a position in iShares Russell 1000 ETF in Q2 2019 and has held it in 14 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Connable Office Inc's 13F filing for Q2 2026, filed 3 Aug 2026.