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

KM 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 		$3.43M Buy
+8,365
New +$3.32M 1.61% 14
2026
Q1 		– Sell
-9,033
Closed -$3.37M – 85
2025
Q4 		$3.37M Buy
9,033
+175
+2% +$64.8K 1.72% 15
2025
Q3 		$3.24M Sell
8,858
-20
-0.2% -$7.04K 1.5% 18
2025
Q2 		$3.01M Buy
8,878
+3,232
+57% +$1.01M 1.49% 18
2025
Q1 		$1.73M Buy
5,646
+883
+19% +$286K 0.93% 24
2024
Q4 		$1.53M Hold
4,763
– – 0.79% 21
2024
Q3 		$1.5M Buy
4,763
+51
+1% +$15.4K 0.8% 20
2024
Q2 		$1.4M Buy
4,712
+1,090
+30% +$313K 0.73% 24
2024
Q1 		$1.04M Hold
3,622
– – 0.58% 29
2023
Q4 		$950K Buy
3,622
+443
+14% +$108K 0.55% 29
2023
Q3 		$747K Buy
3,179
+40
+1% +$9.79K 0.51% 29
2023
Q2 		$765K Buy
3,139
+109
+4% +$25.1K 0.55% 24
2023
Q1 		$682K Hold
3,030
– – 0.63% 31
2022
Q4 		$638K Buy
+3,030
New +$641K 0.63% 30

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

KM Capital Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 8,365 shares worth $3.43M. The stake represents 1.61% of the portfolio and ranks #14 among its holdings. This is a return to the name: KM Capital Management previously reported a position in IWB as recently as Q4 2025.

KM Capital Management first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • KM Capital Management held 8,365 shares of iShares Russell 1000 ETF worth $3.43M as of Q2 2026.
  • iShares Russell 1000 ETF was a new KM Capital Management position in Q2 2026.
  • iShares Russell 1000 ETF made up 1.61% of KM Capital Management's portfolio in Q2 2026, its #14 holding.
  • KM Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.