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

Maple 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	$423K	Sell	1,187 -75	-6%	-$27.9K	0.03%	81
2025 Q4	$471K	Sell	1,262 -27	-2%	-$10K	0.03%	77
2025 Q3	$471K	Sell	1,289 -229	-15%	-$80.7K	0.03%	77
2025 Q2	$515K	Hold	1,518	–	–	0.04%	76
2025 Q1	$466K	Hold	1,518	–	–	0.04%	82
2024 Q4	$489K	Buy	1,518 +318	+27%	+$103K	0.04%	77
2024 Q3	$377K	Hold	1,200	–	–	0.03%	86
2024 Q2	$357K	Sell	1,200 -10	-0.8%	-$2.87K	0.03%	89
2024 Q1	$348K	Buy	1,210 +2	+0.2%	+$548	0.03%	84
2023 Q4	$317K	Hold	1,208	–	–	0.03%	81
2023 Q3	$284K	Hold	1,208	–	–	0.03%	83
2023 Q2	$294K	Buy	+1,208	New	+$278K	0.03%	84

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

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

Maple Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 5.9% in Q1 2026, selling an estimated $27.9K and leaving 1,187 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #81.

Maple Capital Management first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. The position peaked at $515K in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Maple Capital Management held 1,187 shares of iShares Russell 1000 ETF worth $423K as of Q1 2026.
Maple Capital Management sold 75 iShares Russell 1000 ETF shares in Q1 2026, an estimated $27.9K.
iShares Russell 1000 ETF made up 0.03% of Maple Capital Management's portfolio in Q1 2026, its #81 holding.
Maple Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
Maple Capital Management's iShares Russell 1000 ETF position peaked at $515K in Q2 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Maple Capital Management's 13F filing for Q1 2026, filed 8 May 2026.