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

Howard 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 		$230K Sell
563
-93
-14% -$36.9K ﹤0.01% 410
2026
Q1 		$234K Buy
656
+4
+0.6% +$1.49K ﹤0.01% 307
2025
Q4 		$243K Sell
652
-23
-3% -$8.52K ﹤0.01% 393
2025
Q3 		$247K Buy
+675
New +$238K ﹤0.01% 390

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Howard Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 14% in Q2 2026, selling an estimated $36.9K and leaving 563 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Howard Capital Management first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. The position peaked at $247K in Q3 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Howard Capital Management held 563 shares of iShares Russell 1000 ETF worth $230K as of Q2 2026.
  • Howard Capital Management sold 93 iShares Russell 1000 ETF shares in Q2 2026, an estimated $36.9K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Howard Capital Management's portfolio in Q2 2026, its #410 holding.
  • Howard Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • Howard Capital Management's iShares Russell 1000 ETF position peaked at $247K in Q3 2025.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.