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

Highview 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 Q1	$271K	Hold	760	–	–	0.1%	92
2025 Q4	$284K	Hold	760	–	–	0.1%	96
2025 Q3	$278K	Hold	760	–	–	0.1%	94
2025 Q2	$258K	Hold	760	–	–	0.1%	102
2025 Q1	$233K	Sell	760 -503	-40%	-$163K	0.1%	100
2024 Q4	$407K	Sell	1,263 -396	-24%	-$128K	0.16%	91
2024 Q3	$522K	Hold	1,659	–	–	0.21%	84
2024 Q2	$494K	Hold	1,659	–	–	0.21%	89
2024 Q1	$478K	Sell	1,659 -966	-37%	-$265K	0.21%	85
2023 Q4	$688K	Sell	2,625 -693	-21%	-$170K	0.37%	64
2023 Q3	$779K	Hold	3,318	–	–	0.45%	64
2023 Q2	$809K	Hold	3,318	–	–	0.44%	64
2023 Q1	$747K	Hold	3,318	–	–	0.43%	62
2022 Q4	$699K	Buy	3,318 +212	+7%	+$44.9K	0.43%	63
2022 Q3	$613K	Hold	3,106	–	–	0.45%	57
2022 Q2	$645K	Hold	3,106	–	–	0.5%	56
2022 Q1	$777K	Buy	+3,106	New	+$767K	0.5%	58

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Highview Capital Management's IWB Position: Q1 2026 in Review

Highview Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 760 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #92.

Highview Capital Management first reported a position in IWB in Q1 2022 and has held it in 17 quarters since. The position peaked at $809K in Q2 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Highview Capital Management held 760 shares of iShares Russell 1000 ETF worth $271K as of Q1 2026.
Highview Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.1% of Highview Capital Management's portfolio in Q1 2026, its #92 holding.
Highview Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 17 quarters since.
Highview Capital Management's iShares Russell 1000 ETF position peaked at $809K in Q2 2023.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.