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

NovaPoint 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 Q2	$396K	Buy	+967	New	+$383K	0.08%	120
2025 Q4	–	Sell	-967	Closed	-$353K	–	112
2025 Q3	$353K	Buy	+967	New	+$341K	0.09%	113
2025 Q2	–	Sell	-675	Closed	-$207K	–	106
2025 Q1	$207K	Hold	675	–	–	0.06%	136
2024 Q4	$218K	Hold	675	–	–	0.07%	124
2024 Q3	$212K	Hold	675	–	–	0.07%	128
2024 Q2	$201K	Buy	+675	New	+$194K	0.07%	131
2022 Q2	–	Sell	-1,305	Closed	-$326K	–	135
2022 Q1	$326K	Hold	1,305	–	–	0.12%	101
2021 Q4	$345K	Hold	1,305	–	–	0.12%	100
2021 Q3	$315K	Hold	1,305	–	–	0.13%	101
2021 Q2	$316K	Hold	1,305	–	–	0.13%	93
2021 Q1	$292K	Hold	1,305	–	–	0.14%	93
2020 Q4	$277K	Hold	1,305	–	–	0.14%	91
2020 Q3	$244K	Sell	1,305 -111	-8%	-$20.5K	0.16%	89
2020 Q2	$243K	Buy	+1,416	New	+$229K	0.18%	79

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NovaPoint Capital's IWB Position: Q2 2026 in Review

NovaPoint Capital opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 967 shares worth $396K. The stake represents 0.08% of the portfolio and ranks #120 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in IWB as recently as Q3 2025.

NovaPoint Capital first reported a position in IWB in Q2 2020 and has held it in 14 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

NovaPoint Capital held 967 shares of iShares Russell 1000 ETF worth $396K as of Q2 2026.
iShares Russell 1000 ETF was a new NovaPoint Capital position in Q2 2026.
iShares Russell 1000 ETF made up 0.08% of NovaPoint Capital's portfolio in Q2 2026, its #120 holding.
NovaPoint Capital first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 14 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.