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

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

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. 1,556 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.
1,556 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.