KCM Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

KCM Investment Advisors’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	$361K	Hold	1,012	–	–	0.01%	314
2025 Q4	$378K	Sell	1,012 -453	-31%	-$168K	0.01%	298
2025 Q3	$535K	Buy	1,465 +453	+45%	+$160K	0.02%	263
2025 Q2	$344K	Hold	1,012	–	–	0.01%	305
2025 Q1	$310K	Sell	1,012 -9	-0.9%	-$2.91K	0.01%	303
2024 Q4	$329K	Buy	1,021 +46	+5%	+$14.9K	0.01%	302
2024 Q3	$307K	Hold	975	–	–	0.01%	319
2024 Q2	$290K	Hold	975	–	–	0.01%	313
2024 Q1	$281K	Hold	975	–	–	0.01%	329
2023 Q4	$256K	Buy	975 +87	+10%	+$21.3K	0.01%	333
2023 Q3	$209K	Hold	888	–	–	0.01%	349
2023 Q2	$216K	Hold	888	–	–	0.01%	369
2023 Q1	$200K	Sell	888 -225	-20%	-$49.5K	0.01%	396
2022 Q4	$234K	Buy	+1,113	New	+$236K	0.01%	369

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

KCM Investment Advisors's IWB Position: Q1 2026 in Review

KCM Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,012 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #314.

KCM Investment Advisors first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $535K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

KCM Investment Advisors held 1,012 shares of iShares Russell 1000 ETF worth $361K as of Q1 2026.
KCM Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #314 holding.
KCM Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
KCM Investment Advisors's iShares Russell 1000 ETF position peaked at $535K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.