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

Kendall 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 		$1.49M Hold
4,168
– – 0.3% 86
2025
Q4 		$1.56M Buy
4,168
+476
+13% +$176K 0.33% 76
2025
Q3 		$1.35M Hold
3,692
– – 0.3% 79
2025
Q2 		$1.25M Hold
3,692
– – 0.33% 81
2025
Q1 		$1.13M Hold
3,692
– – 0.33% 79
2024
Q4 		$1.19M Buy
3,692
+2,560
+226% +$829K 0.35% 76
2024
Q3 		$356K Buy
1,132
+250
+28% +$75.7K 0.11% 172
2024
Q2 		$262K Hold
882
– – 0.09% 184
2024
Q1 		$254K Sell
882
-35
-4% -$9.59K 0.09% 191
2023
Q4 		$240K Sell
917
-35
-4% -$8.57K 0.09% 186
2023
Q3 		$224K Sell
952
-65
-6% -$15.9K 0.1% 182
2023
Q2 		$248K Hold
1,017
– – 0.11% 173
2023
Q1 		$229K Sell
1,017
-70
-6% -$15.4K 0.11% 170
2022
Q4 		$229K Sell
1,087
-100
-8% -$21.2K 0.12% 164
2022
Q3 		$234K Sell
1,187
-85
-7% -$18.6K 0.14% 152
2022
Q2 		$264K Sell
1,272
-95
-7% -$21.5K 0.15% 144
2022
Q1 		$342K Sell
1,367
-75
-5% -$18.5K 0.17% 130
2021
Q4 		$381K Sell
1,442
-92
-6% -$23.7K 0.18% 124
2021
Q3 		$371K Hold
1,534
– – 0.2% 117
2021
Q2 		$371K Hold
1,534
– – 0.21% 113
2021
Q1 		$343K Hold
1,534
– – 0.21% 110
2020
Q4 		$325K Hold
1,534
– – 0.24% 105
2020
Q3 		$287K Hold
1,534
– – 0.25% 98
2020
Q2 		$263K Buy
+1,534
New +$248K 0.25% 102

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Kendall Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 4,168 shares worth $1.49M. The position accounts for 0.3% of the portfolio, ranked #86.

Kendall Capital Management first reported a position in IWB in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.56M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Kendall Capital Management held 4,168 shares of iShares Russell 1000 ETF worth $1.49M as of Q1 2026.
  • Kendall Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.3% of Kendall Capital Management's portfolio in Q1 2026, its #86 holding.
  • Kendall Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 24 quarters since.
  • Kendall Capital Management's iShares Russell 1000 ETF position peaked at $1.56M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.