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

Hutchinson 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 Q1	$287K	Hold	806	–	–	0.05%	80
2025 Q4	$301K	Hold	806	–	–	0.05%	78
2025 Q3	$295K	Hold	806	–	–	0.05%	83
2025 Q2	$274K	Hold	806	–	–	0.05%	82
2025 Q1	$247K	Hold	806	–	–	0.05%	81
2024 Q4	$260K	Hold	806	–	–	0.05%	81
2024 Q3	$253K	Hold	806	–	–	0.05%	82
2024 Q2	$240K	Hold	806	–	–	0.05%	80
2024 Q1	$232K	Hold	806	–	–	0.05%	77
2023 Q4	$211K	Buy	+806	New	+$197K	0.05%	81

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Hutchinson Capital Management's IWB Position: Q1 2026 in Review

Hutchinson Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 806 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #80.

Hutchinson Capital Management first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $301K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Hutchinson Capital Management held 806 shares of iShares Russell 1000 ETF worth $287K as of Q1 2026.
Hutchinson Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.05% of Hutchinson Capital Management's portfolio in Q1 2026, its #80 holding.
Hutchinson Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Hutchinson Capital Management's iShares Russell 1000 ETF position peaked at $301K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Hutchinson Capital Management's 13F filing for Q1 2026, filed 12 May 2026.