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

Oarsman 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 		$756K Buy
1,847
+1,285
+229% +$509K 0.08% 109
2026
Q1 		$200K Hold
562
– – 0.02% 229
2025
Q4 		$210K Hold
562
– – 0.03% 227
2025
Q3 		$205K Buy
+562
New +$198K 0.03% 234
2025
Q1 		– Sell
-642
Closed -$207K – 543
2024
Q4 		$207K Sell
642
-989
-61% -$320K 0.04% 224
2024
Q3 		$513K Sell
1,631
-478
-23% -$145K 0.09% 134
2024
Q2 		$628K Buy
+2,109
New +$606K 0.14% 105

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oarsman Capital's IWB Position: Q2 2026 in Review

Oarsman Capital increased its iShares Russell 1000 ETF (IWB) stake by 229% in Q2 2026, buying an estimated $509K and bringing the position to 1,847 shares worth $756K. The position accounts for 0.08% of the portfolio, ranked #109.

Oarsman Capital first reported a position in IWB in Q2 2024 and has held it in 7 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Oarsman Capital held 1,847 shares of iShares Russell 1000 ETF worth $756K as of Q2 2026.
  • Oarsman Capital bought 1,285 iShares Russell 1000 ETF shares in Q2 2026, an estimated $509K.
  • iShares Russell 1000 ETF made up 0.08% of Oarsman Capital's portfolio in Q2 2026, its #109 holding.
  • Oarsman Capital first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.