Fielder Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

Fielder Capital Group’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	$283K	Hold	690	–	–	0.06%	226
2026 Q1	$246K	Hold	690	–	–	0.05%	234
2025 Q4	$258K	Hold	690	–	–	0.05%	220
2025 Q3	$252K	Hold	690	–	–	0.06%	207
2025 Q2	$234K	Hold	690	–	–	0.06%	201
2025 Q1	$212K	Hold	690	–	–	0.06%	203
2024 Q4	$222K	Hold	690	–	–	0.07%	187
2024 Q3	$217K	Hold	690	–	–	0.07%	188
2024 Q2	$205K	Buy	+690	New	+$198K	0.08%	181

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 29.2% 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

Fielder Capital Group's IWB Position: Q2 2026 in Review

Fielder Capital Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 690 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #226.

Fielder Capital Group first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Fielder Capital Group held 690 shares of iShares Russell 1000 ETF worth $283K as of Q2 2026.
Fielder Capital Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.06% of Fielder Capital Group's portfolio in Q2 2026, its #226 holding.
Fielder Capital Group first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.