One Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

One Capital Management’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	$1.6M	Buy	4,477 +1,657	+59%	+$617K	0.04%	249
2025 Q4	$1.05M	Buy	2,820 +2,247	+392%	+$832K	0.03%	292
2025 Q3	$210K	Sell	573 -55	-9%	-$19.4K	0.01%	461
2025 Q2	$213K	Sell	628 -113	-15%	-$35.5K	0.01%	446
2025 Q1	$227K	Buy	741 +28	+4%	+$9.05K	0.01%	379
2024 Q4	$230K	Sell	713 -262	-27%	-$84.9K	0.01%	341
2024 Q3	$307K	Sell	975 -113	-10%	-$34.2K	0.01%	317
2024 Q2	$324K	Buy	1,088 +180	+20%	+$51.7K	0.01%	321
2024 Q1	$262K	Buy	+908	New	+$249K	0.01%	268
2022 Q2	–	Sell	-841	Closed	-$210K	–	332
2022 Q1	$210K	Buy	+841	New	+$208K	0.01%	309
2021 Q3	–	Sell	-2,539	Closed	-$614K	–	207
2021 Q2	$614K	Buy	+2,539	New	+$598K	0.05%	145
2015 Q3	–	Sell	-1,994	Closed	-$231K	–	150
2015 Q2	$231K	Buy	1,994 +1	+0.1%	+$118	0.07%	138
2015 Q1	$231K	Buy	1,993 +7	+0.4%	+$808	0.07%	137
2014 Q4	$228K	Buy	1,986 +154	+8%	+$17.3K	0.09%	126
2014 Q3	$201K	Sell	1,832 -54	-3%	-$5.97K	0.07%	133
2014 Q2	$208K	Sell	1,886 -130	-6%	-$13.8K	0.08%	130
2014 Q1	$211K	Buy	+2,016	New	+$207K	0.08%	131

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

One Capital Management's IWB Position: Q1 2026 in Review

One Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 59% in Q1 2026, buying an estimated $617K and bringing the position to 4,477 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #249.

One Capital Management first reported a position in IWB in Q1 2014 and has held it in 17 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

One Capital Management held 4,477 shares of iShares Russell 1000 ETF worth $1.6M as of Q1 2026.
One Capital Management bought 1,657 iShares Russell 1000 ETF shares in Q1 2026, an estimated $617K.
iShares Russell 1000 ETF made up 0.04% of One Capital Management's portfolio in Q1 2026, its #249 holding.
One Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2014 and has held it in 17 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.