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

Kathmere 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	$402K	Buy	981 +6	+0.6%	+$2.38K	0.02%	454
2026 Q1	$348K	Buy	+975	New	+$363K	0.02%	434
2021 Q1	–	Sell	-351	Closed	-$74K	–	277
2020 Q4	$74K	Hold	351	–	–	0.02%	211
2020 Q3	$66K	Buy	+351	New	+$64.8K	0.02%	207

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 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

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

Kathmere Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 0.62% in Q2 2026, buying an estimated $2.38K and bringing the position to 981 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #454.

Kathmere Capital Management first reported a position in IWB in Q3 2020 and has held it in 4 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Kathmere Capital Management held 981 shares of iShares Russell 1000 ETF worth $402K as of Q2 2026.
Kathmere Capital Management bought 6 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.38K.
iShares Russell 1000 ETF made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #454 holding.
Kathmere Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 4 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.