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

Howland 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	$249K	Hold	609	–	–	0.01%	260
2026 Q1	$217K	Hold	609	–	–	0.01%	257
2025 Q4	$227K	Sell	609 -14	-2%	-$5.19K	0.01%	259
2025 Q3	$228K	Hold	623	–	–	0.01%	262
2025 Q2	$212K	Buy	+623	New	+$196K	0.01%	265
2025 Q1	–	Sell	-623	Closed	-$201K	–	273
2024 Q4	$201K	Sell	623 -118	-16%	-$38.2K	0.01%	281
2024 Q3	$233K	Hold	741	–	–	0.01%	265
2024 Q2	$220K	Sell	741 -118	-14%	-$33.9K	0.01%	259
2024 Q1	$247K	Hold	859	–	–	0.01%	246
2023 Q4	$225K	Buy	+859	New	+$210K	0.01%	238
2023 Q2	–	Sell	-905	Closed	-$204K	–	265
2023 Q1	$204K	Buy	+905	New	+$199K	0.01%	258
2022 Q2	–	Sell	-905	Closed	-$226K	–	256
2022 Q1	$226K	Hold	905	–	–	0.01%	223
2021 Q4	$239K	Hold	905	–	–	0.01%	218
2021 Q3	$219K	Hold	905	–	–	0.01%	223
2021 Q2	$219K	Hold	905	–	–	0.01%	231
2021 Q1	$203K	Buy	+905	New	+$198K	0.01%	230
2015 Q3	–	Sell	-2,499	Closed	-$290K	–	195
2015 Q2	$290K	Hold	2,499	–	–	0.03%	167
2015 Q1	$290K	Hold	2,499	–	–	0.03%	166
2014 Q4	$286K	Hold	2,499	–	–	0.03%	169
2014 Q3	$275K	Hold	2,499	–	–	0.03%	169
2014 Q2	$275K	Buy	2,499 +5	+0.2%	+$532	0.03%	168
2014 Q1	$261K	Buy	2,494 +20	+0.8%	+$2.06K	0.03%	165
2013 Q4	$255K	Hold	2,474	–	–	0.03%	165
2013 Q3	$233K	Buy	+2,474	New	+$231K	0.03%	165

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Howland Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 609 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #260.

Howland Capital Management first reported a position in IWB in Q3 2013 and has held it in 24 quarters since. The position peaked at $290K in Q2 2015. 448 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Howland Capital Management held 609 shares of iShares Russell 1000 ETF worth $249K as of Q2 2026.
Howland Capital Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Howland Capital Management's portfolio in Q2 2026, its #260 holding.
Howland Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2013 and has held it in 24 quarters since.
Howland Capital Management's iShares Russell 1000 ETF position peaked at $290K in Q2 2015.
448 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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