New Republic Capital’s iShares Russell 1000 ETF IWB Stock Holding History

New Republic 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	$417K	Hold	1,170	–	–	0.14%	130
2025 Q4	$437K	Buy	1,170 +221	+23%	+$81.9K	0.12%	161
2025 Q3	$347K	Hold	949	–	–	0.11%	120
2025 Q2	$322K	Hold	949	–	–	0.11%	128
2025 Q1	$291K	Hold	949	–	–	0.13%	123
2024 Q4	$306K	Sell	949 -33	-3%	-$10.7K	0.2%	115
2024 Q3	$309K	Hold	982	–	–	0.18%	115
2024 Q2	$292K	Sell	982 -84	-8%	-$24.1K	0.15%	126
2024 Q1	$307K	Sell	1,066 -19	-2%	-$5.21K	0.19%	109
2023 Q4	$285K	Hold	1,085	–	–	0.2%	117
2023 Q3	$255K	Buy	1,085 +40	+4%	+$9.79K	0.21%	108
2023 Q2	$255K	Hold	1,045	–	–	0.18%	109
2023 Q1	$235K	Sell	1,045 -25	-2%	-$5.5K	0.18%	114
2022 Q4	$225K	Buy	+1,070	New	+$227K	0.18%	92

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

New Republic Capital's IWB Position: Q1 2026 in Review

New Republic Capital held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,170 shares worth $417K. The position accounts for 0.14% of the portfolio, ranked #130.

New Republic Capital first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $437K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

New Republic Capital held 1,170 shares of iShares Russell 1000 ETF worth $417K as of Q1 2026.
New Republic Capital left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.14% of New Republic Capital's portfolio in Q1 2026, its #130 holding.
New Republic Capital first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
New Republic Capital's iShares Russell 1000 ETF position peaked at $437K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on New Republic Capital's 13F filing for Q1 2026, filed 1 May 2026.