Luminist Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Luminist Capital’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 Q3	–	Sell	-62	Closed	-$25.4K	–	435
2026 Q2	$25.4K	Buy	+62	New	+$24.6K	0.03%	130
2025 Q4	–	Sell	-138	Closed	-$44.6K	–	299
2025 Q3	$44.6K	Sell	138 -44	-24%	-$15.5K	0.04%	118
2025 Q2	$61.8K	Sell	182 -15	-8%	-$4.71K	0.06%	71
2025 Q1	$60.6K	Buy	+197	New	+$63.7K	0.07%	60

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Luminist Capital's IWB Position: Q3 2026 in Review

Luminist Capital sold out of iShares Russell 1000 ETF (IWB) in Q3 2026, closing a stake of 62 shares — an estimated $25.4K sold.

Luminist Capital first reported a position in IWB in Q1 2025 and held it in 4 quarters. The position peaked at $61.8K in Q2 2025. 1,238 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Luminist Capital reported no remaining iShares Russell 1000 ETF position as of Q3 2026 after selling out during the quarter.
Luminist Capital sold 62 iShares Russell 1000 ETF shares in Q3 2026, an estimated $25.4K.
Luminist Capital first reported a position in iShares Russell 1000 ETF in Q1 2025 and held it in 4 quarters.
Luminist Capital's iShares Russell 1000 ETF position peaked at $61.8K in Q2 2025.
1,238 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Luminist Capital's 13F filing for Q3 2026, filed 10 Nov 2026.