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Old Mission Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Old Mission 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
2025
Q4 		– Sell
-13,700
Closed -$5.01M – 1164
2025
Q3 		$5.01M Buy
13,700
+10,524
+331% +$3.71M 0.1% 121
2025
Q2 		$1.08M Buy
+3,176
New +$997K 0.02% 421
2024
Q4 		– Sell
-17,354
Closed -$5.46M – 1063
2024
Q3 		$5.46M Sell
17,354
-23,328
-57% -$7.06M 0.08% 176
2024
Q2 		$12.1M Buy
+40,682
New +$11.7M 0.21% 85
2023
Q4 		– Sell
-71,600
Closed -$16.8M – 1497
2023
Q3 		$16.8M Buy
+71,600
New +$17.5M 0.37% 57
2022
Q3 		– Sell
-8,000
Closed -$1.66M – 1158
2022
Q2 		$1.66M Buy
+8,000
New +$1.81M 0.05% 390
2022
Q1 		– Sell
-2,691
Closed -$712K – 1483
2021
Q4 		$712K Buy
+2,691
New +$693K 0.03% 526
2021
Q3 		– Sell
-10,500
Closed -$2.54M – 1124
2021
Q2 		$2.54M Buy
+10,500
New +$2.47M 0.09% 198
2021
Q1 		– Sell
-16,007
Closed -$3.39M – 807
2020
Q4 		$3.39M Buy
16,007
+9,905
+162% +$1.98M 0.21% 102
2020
Q3 		$1.14M Sell
6,102
-18,454
-75% -$3.41M 0.09% 198
2020
Q2 		$4.22M Buy
+24,556
New +$3.97M 0.3% 62
2019
Q3 		– Sell
-1,500
Closed -$244K – 282
2019
Q2 		$244K Buy
+1,500
New +$240K 0.03% 226
2018
Q4 		– Sell
-33,656
Closed -$5.44M – 341
2018
Q3 		$5.44M Buy
+33,656
New +$5.34M 0.94% 23
2018
Q1 		– Sell
-6,606
Closed -$982K – 458
2017
Q4 		$982K Buy
+6,606
New +$957K 0.06% 136

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Old Mission Capital's IWB Position: Q4 2025 in Review

Old Mission Capital sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 13,700 shares — an estimated $5.01M sold.

Old Mission Capital first reported a position in IWB in Q4 2017 and held it in 14 quarters. The position peaked at $16.8M in Q3 2023. 1,499 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Old Mission Capital reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Old Mission Capital sold 13,700 iShares Russell 1000 ETF shares in Q4 2025, an estimated $5.01M.
  • Old Mission Capital first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 14 quarters.
  • Old Mission Capital's iShares Russell 1000 ETF position peaked at $16.8M in Q3 2023.
  • 1,499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.