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

Graver 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	$936K	Hold	2,286	–	–	0.67%	12
2026 Q1	$815K	Sell	2,286 -671	-23%	-$250K	0.62%	12
2025 Q4	$1.1M	Sell	2,957 -921	-24%	-$341K	0.87%	12
2025 Q3	$1.42M	Hold	3,878	–	–	1.19%	11
2025 Q2	$1.32M	Hold	3,878	–	–	1.16%	11
2025 Q1	$1.19M	Hold	3,878	–	–	1.21%	11
2024 Q4	$1.25M	Buy	+3,878	New	+$1.26M	1.31%	11

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

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

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

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

Graver Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,286 shares worth $936K. The position accounts for 0.67% of the portfolio, ranked #12.

Graver Capital Management first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2025. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Graver Capital Management held 2,286 shares of iShares Russell 1000 ETF worth $936K as of Q2 2026.
Graver Capital Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.67% of Graver Capital Management's portfolio in Q2 2026, its #12 holding.
Graver Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
Graver Capital Management's iShares Russell 1000 ETF position peaked at $1.42M in Q3 2025.
1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.