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

Joseph Group 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	$345K	Hold	967	–	–	0.09%	58
2025 Q4	$361K	Sell	967 -232	-19%	-$85.9K	0.09%	57
2025 Q3	$438K	Sell	1,199 -57	-5%	-$20.1K	0.12%	54
2025 Q2	$427K	Sell	1,256 -3	-0.2%	-$942	0.14%	51
2025 Q1	$386K	Sell	1,259 -2	-0.2%	-$647	0.15%	50
2024 Q4	$406K	Sell	1,261 -158	-11%	-$51.2K	0.16%	50
2024 Q3	$446K	Hold	1,419	–	–	0.17%	49
2024 Q2	$422K	Buy	+1,419	New	+$407K	0.22%	46
2023 Q4	–	Sell	-1,619	Closed	-$380K	–	84
2023 Q3	$380K	Buy	+1,619	New	+$396K	0.27%	44
2023 Q2	–	Sell	-1,619	Closed	-$365K	–	78
2023 Q1	$365K	Hold	1,619	–	–	0.32%	46
2022 Q4	$341K	Sell	1,619 -430	-21%	-$91K	0.32%	48
2022 Q3	$404K	Hold	2,049	–	–	0.44%	43
2022 Q2	$426K	Hold	2,049	–	–	0.43%	45
2022 Q1	$512K	Hold	2,049	–	–	0.52%	44
2021 Q4	$542K	Buy	+2,049	New	+$527K	0.52%	44

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

Joseph Group Capital Management's IWB Position: Q1 2026 in Review

Joseph Group Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 967 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #58.

Joseph Group Capital Management first reported a position in IWB in Q4 2021 and has held it in 15 quarters since. The position peaked at $542K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Joseph Group Capital Management held 967 shares of iShares Russell 1000 ETF worth $345K as of Q1 2026.
Joseph Group Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.09% of Joseph Group Capital Management's portfolio in Q1 2026, its #58 holding.
Joseph Group Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 15 quarters since.
Joseph Group Capital Management's iShares Russell 1000 ETF position peaked at $542K in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.