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

Matisse 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
Q1 		– Sell
-567
Closed -$212K – 171
2025
Q4 		$212K Sell
567
-13
-2% -$4.82K 0.09% 163
2025
Q3 		$212K Buy
+580
New +$204K 0.1% 158

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

Matisse Capital's IWB Position: Q1 2026 in Review

Matisse Capital sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 567 shares — an estimated $212K sold.

Matisse Capital first reported a position in IWB in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Matisse Capital reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Matisse Capital sold 567 iShares Russell 1000 ETF shares in Q1 2026, an estimated $212K.
  • Matisse Capital first reported a position in iShares Russell 1000 ETF in Q3 2025 and held it in 2 quarters.
  • Matisse Capital's iShares Russell 1000 ETF position peaked at $212K in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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