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 Q2	$311K	Hold	760	–	–	0.09%	108
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

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 29.18% 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

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

Highview Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 760 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #108.

Highview Capital Management first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. The position peaked at $809K in Q2 2023. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Highview Capital Management held 760 shares of iShares Russell 1000 ETF worth $311K as of Q2 2026.
Highview Capital Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.09% of Highview Capital Management's portfolio in Q2 2026, its #108 holding.
Highview Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
Highview Capital Management's iShares Russell 1000 ETF position peaked at $809K in Q2 2023.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Highview Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.