DF
IWB icon

Dunhill Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Dunhill Financial’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 		$460K Buy
1,122
+514
+85% +$204K 0.09% 87
2026
Q1 		$217K Hold
608
– – 0.05% 144
2025
Q4 		$227K Hold
608
– – 0.06% 124
2025
Q3 		$222K Buy
608
+68
+13% +$24K 0.06% 127
2025
Q2 		$184K Buy
540
+494
+1,074% +$155K 0.05% 128
2025
Q1 		$14.2K Hold
46
– – 0.01% 344
2024
Q4 		$15K Hold
46
– – 0.01% 309
2024
Q3 		$14.6K Buy
46
+19
+70% +$5.75K 0.01% 309
2024
Q2 		$8.17K Hold
27
– – 0.01% 332
2024
Q1 		$7.91K Hold
27
– – 0.01% 269
2023
Q4 		$7.2K Buy
+27
New +$6.61K 0.01% 245

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dunhill Financial's IWB Position: Q2 2026 in Review

Dunhill Financial increased its iShares Russell 1000 ETF (IWB) stake by 85% in Q2 2026, buying an estimated $204K and bringing the position to 1,122 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #87.

Dunhill Financial first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Dunhill Financial held 1,122 shares of iShares Russell 1000 ETF worth $460K as of Q2 2026.
  • Dunhill Financial bought 514 iShares Russell 1000 ETF shares in Q2 2026, an estimated $204K.
  • iShares Russell 1000 ETF made up 0.09% of Dunhill Financial's portfolio in Q2 2026, its #87 holding.
  • Dunhill Financial first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.