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

Dorato 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	$228K	Sell	553 -13	-2%	-$5.15K	0.15%	105
2026 Q1	$210K	Hold	566	–	–	0.15%	105
2025 Q4	$214K	Buy	+566	New	+$210K	0.16%	104

Other funds holding IWB

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Dorato Capital Management's IWB Position: Q2 2026 in Review

Dorato Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.3% in Q2 2026, selling an estimated $5.15K and leaving 553 shares worth $228K. The position accounts for 0.15% of the portfolio, ranked #105.

Dorato Capital Management first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 973 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Dorato Capital Management held 553 shares of iShares Russell 1000 ETF worth $228K as of Q2 2026.
Dorato Capital Management sold 13 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.15K.
iShares Russell 1000 ETF made up 0.15% of Dorato Capital Management's portfolio in Q2 2026, its #105 holding.
Dorato Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
973 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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