Fulcrum Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Fulcrum Capital’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	$392K	Hold	957	–	–	0.08%	76
2026 Q1	$341K	Hold	957	–	–	0.07%	80
2025 Q4	$357K	Hold	957	–	–	0.07%	78
2025 Q3	$350K	Hold	957	–	–	0.07%	76
2025 Q2	$325K	Hold	957	–	–	0.07%	82
2025 Q1	$294K	Hold	957	–	–	0.07%	93
2024 Q4	$308K	Hold	957	–	–	0.06%	95
2024 Q3	$301K	Sell	957 -857	-47%	-$260K	0.07%	96
2024 Q2	$540K	Buy	1,814 +857	+90%	+$246K	0.12%	59
2024 Q1	$276K	Hold	957	–	–	0.07%	95
2023 Q4	$251K	Hold	957	–	–	0.06%	101
2023 Q3	$225K	Hold	957	–	–	0.07%	101
2023 Q2	$233K	Hold	957	–	–	0.06%	108
2023 Q1	$216K	Hold	957	–	–	0.06%	113
2022 Q4	$201K	Buy	+957	New	+$203K	0.06%	100
2022 Q2	–	Sell	-957	Closed	-$239K	–	80
2022 Q1	$239K	Hold	957	–	–	0.06%	67
2021 Q4	$253K	Hold	957	–	–	0.05%	74
2021 Q3	$231K	Hold	957	–	–	0.06%	82
2021 Q2	$232K	Hold	957	–	–	0.06%	77
2021 Q1	$214K	Hold	957	–	–	0.06%	82
2020 Q4	$203K	Buy	+957	New	+$191K	0.06%	79
2019 Q1	–	Sell	-2,921	Closed	-$405K	–	65
2018 Q4	$405K	Buy	2,921 +64	+2%	+$9.57K	0.18%	45
2018 Q3	$462K	Hold	2,857	–	–	0.18%	48
2018 Q2	$434K	Hold	2,857	–	–	0.21%	42
2018 Q1	$420K	Hold	2,857	–	–	0.14%	52
2017 Q4	$425K	Buy	+2,857	New	+$414K	0.14%	52

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

Fulcrum Capital's IWB Position: Q2 2026 in Review

Fulcrum Capital held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 957 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #76.

Fulcrum Capital first reported a position in IWB in Q4 2017 and has held it in 26 quarters since. The position peaked at $540K in Q2 2024. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Fulcrum Capital held 957 shares of iShares Russell 1000 ETF worth $392K as of Q2 2026.
Fulcrum Capital left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.08% of Fulcrum Capital's portfolio in Q2 2026, its #76 holding.
Fulcrum Capital first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 26 quarters since.
Fulcrum Capital's iShares Russell 1000 ETF position peaked at $540K in Q2 2024.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.