Holt Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Holt Capital Partners’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	$629K	Hold	1,535	–	–	0.07%	117
2026 Q1	$547K	Hold	1,535	–	–	0.07%	118
2025 Q4	$573K	Hold	1,535	–	–	0.08%	113
2025 Q3	$561K	Hold	1,535	–	–	0.09%	106
2025 Q2	$521K	Hold	1,535	–	–	0.09%	110
2025 Q1	$471K	Hold	1,535	–	–	0.07%	122
2024 Q4	$495K	Hold	1,535	–	–	0.07%	123
2024 Q3	$483K	Hold	1,535	–	–	0.07%	122
2024 Q2	$457K	Hold	1,535	–	–	0.1%	107
2024 Q1	$442K	Hold	1,535	–	–	0.07%	122
2023 Q4	$403K	Hold	1,535	–	–	0.07%	124
2023 Q3	$361K	Hold	1,535	–	–	0.07%	124
2023 Q2	$374K	Hold	1,535	–	–	0.07%	125
2023 Q1	$346K	Hold	1,535	–	–	0.07%	124
2022 Q4	$323K	Hold	1,535	–	–	0.07%	129
2022 Q3	$303K	Hold	1,535	–	–	0.09%	114
2022 Q2	$319K	Hold	1,535	–	–	0.07%	125
2022 Q1	$384K	Hold	1,535	–	–	0.07%	124
2021 Q4	$406K	Hold	1,535	–	–	0.07%	121
2021 Q3	$371K	Hold	1,535	–	–	0.07%	127
2021 Q2	$372K	Hold	1,535	–	–	0.07%	121
2021 Q1	$344K	Hold	1,535	–	–	0.07%	120
2020 Q4	$325K	Hold	1,535	–	–	0.07%	121
2020 Q3	$287K	Hold	1,535	–	–	0.08%	121
2020 Q2	$264K	Hold	1,535	–	–	0.07%	119
2020 Q1	$217K	Hold	1,535	–	–	0.07%	118
2019 Q4	$274K	Hold	1,535	–	–	0.07%	130
2019 Q3	$253K	Hold	1,535	–	–	0.07%	126
2019 Q2	$250K	Hold	1,535	–	–	0.07%	130
2019 Q1	$241K	Hold	1,535	–	–	0.07%	132
2018 Q4	$213K	Hold	1,535	–	–	0.07%	133
2018 Q3	$248K	Hold	1,535	–	–	0.07%	131
2018 Q2	$233K	Hold	1,535	–	–	0.07%	132
2018 Q1	$225K	Buy	+1,535	New	+$233K	0.07%	135

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 22.9% 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

Holt Capital Partners's IWB Position: Q2 2026 in Review

Holt Capital Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,535 shares worth $629K. The position accounts for 0.07% of the portfolio, ranked #117.

Holt Capital Partners first reported a position in IWB in Q1 2018 and has held it in 34 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Holt Capital Partners held 1,535 shares of iShares Russell 1000 ETF worth $629K as of Q2 2026.
Holt Capital Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of Holt Capital Partners's portfolio in Q2 2026, its #117 holding.
Holt Capital Partners first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 34 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Holt Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.