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

Hamilton 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
Q1 		$10.3M Sell
28,905
-2,977
-9% -$1.11M 0.53% 14
2025
Q4 		$11.9M Buy
+31,882
New +$11.8M 0.6% 12
2025
Q2 		$11M Buy
32,461
+198
+0.6% +$62.2K 0.61% 11
2025
Q1 		$9.9M Hold
32,263
– – 0.6% 10
2024
Q4 		$10.4M Hold
32,263
– – 0.79% 8
2024
Q3 		$10.1M Hold
32,263
– – 0.75% 8
2024
Q2 		$9.6M Sell
32,263
-167
-0.5% -$47.9K 0.73% 8
2024
Q1 		$9.34M Sell
32,430
-374
-1% -$103K 0.7% 8
2023
Q4 		$8.6M Hold
32,804
– – 0.69% 9
2023
Q3 		$7.71M Sell
32,804
-396
-1% -$96.9K 0.59% 9
2023
Q2 		$8.09M Sell
33,200
-762
-2% -$175K 0.56% 10
2023
Q1 		$7.65M Sell
33,962
-358
-1% -$78.8K 0.49% 9
2022
Q4 		$7.23M Sell
34,320
-534
-2% -$113K 0.47% 12
2022
Q3 		$6.88M Sell
34,854
-259
-0.7% -$56.8K 0.47% 10
2022
Q2 		$7.29M Sell
35,113
-1,307
-4% -$295K 0.46% 11
2022
Q1 		$9.11M Sell
36,420
-2,951
-7% -$729K 0.58% 10
2021
Q4 		$10.4M Sell
39,371
-10
-0% -$2.57K 0.81% 8
2021
Q3 		$9.52M Hold
39,381
– – 0.82% 8
2021
Q2 		$9.53M Hold
39,381
– – 0.92% 7
2021
Q1 		$8.81M Sell
39,381
-5,328
-12% -$1.17M 0.91% 8
2020
Q4 		$9.47M Sell
44,709
-89
-0.2% -$17.8K 1.62% 6
2020
Q3 		$8.38M Sell
44,798
-578
-1% -$107K 3.23% 5
2020
Q2 		$7.79M Sell
45,376
-192
-0.4% -$31.1K 2.93% 6
2020
Q1 		$6.45M Sell
45,568
-31,717
-41% -$5.36M 2.37% 6
2019
Q4 		$13.8M Hold
77,285
– – 5.95% 4
2019
Q3 		$12.7M Sell
77,285
-395
-0.5% -$64.8K 6.24% 4
2019
Q2 		$12.6M Sell
77,680
-29
-0% -$4.64K 4.37% 7
2019
Q1 		$12.2M Sell
77,709
-80
-0.1% -$12.1K 5.5% 5
2018
Q4 		$11.9M Sell
77,789
-21,359
-22% -$3.2M 5.4% 4
2018
Q3 		$16M Hold
99,148
– – 5.86% 5
2018
Q2 		$15.1M Hold
99,148
– – 5.75% 5
2018
Q1 		$14.6M Hold
99,148
– – 5.37% 5
2017
Q4 		$14.7M Buy
+99,148
New +$14.4M 5.51% 5

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 $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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 $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Hamilton Capital's IWB Position: Q1 2026 in Review

Hamilton Capital reduced its iShares Russell 1000 ETF (IWB) stake by 9.3% in Q1 2026, selling an estimated $1.11M and leaving 28,905 shares worth $10.3M. The position accounts for 0.53% of the portfolio, ranked #14.

Hamilton Capital first reported a position in IWB in Q4 2017 and has held it in 33 quarters since. The position peaked at $16M in Q3 2018. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Hamilton Capital held 28,905 shares of iShares Russell 1000 ETF worth $10.3M as of Q1 2026.
  • Hamilton Capital sold 2,977 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.11M.
  • iShares Russell 1000 ETF made up 0.53% of Hamilton Capital's portfolio in Q1 2026, its #14 holding.
  • Hamilton Capital first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 33 quarters since.
  • Hamilton Capital's iShares Russell 1000 ETF position peaked at $16M in Q3 2018.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.