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Fidelis Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Fidelis Capital Partners’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 		$860K Hold
2,412
– – 0.06% 230
2025
Q4 		$901K Buy
+2,412
New +$893K 0.07% 219

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 $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 $757B AUM 28.64% 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
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

Fidelis Capital Partners's IWB Position: Q1 2026 in Review

Fidelis Capital Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 2,412 shares worth $860K. The position accounts for 0.06% of the portfolio, ranked #230.

Fidelis Capital Partners first reported a position in IWB in Q4 2025 and has held it in 2 quarters since. The position peaked at $901K in Q4 2025. 1,469 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Fidelis Capital Partners held 2,412 shares of iShares Russell 1000 ETF worth $860K as of Q1 2026.
  • Fidelis Capital Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.06% of Fidelis Capital Partners's portfolio in Q1 2026, its #230 holding.
  • Fidelis Capital Partners first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • Fidelis Capital Partners's iShares Russell 1000 ETF position peaked at $901K in Q4 2025.
  • 1,469 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.