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 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

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

Oarsman Capital's IWB Position: Q1 2026 in Review

Oarsman Capital held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 562 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #229.

Oarsman Capital first reported a position in IWB in Q2 2024 and has held it in 6 quarters since. The position peaked at $628K in Q2 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Oarsman Capital held 562 shares of iShares Russell 1000 ETF worth $200K as of Q1 2026.
Oarsman Capital left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of Oarsman Capital's portfolio in Q1 2026, its #229 holding.
Oarsman Capital first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 6 quarters since.
Oarsman Capital's iShares Russell 1000 ETF position peaked at $628K in Q2 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.