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

Osborne Partners 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	$543K	Sell	1,524 -230	-13%	-$85.7K	0.03%	154
2025 Q4	$655K	Hold	1,754	–	–	0.03%	147
2025 Q3	$641K	Hold	1,754	–	–	0.03%	155
2025 Q2	$596K	Sell	1,754 -225	-11%	-$70.6K	0.03%	162
2025 Q1	$607K	Hold	1,979	–	–	0.04%	157
2024 Q4	$638K	Hold	1,979	–	–	0.04%	156
2024 Q3	$622K	Sell	1,979 -25	-1%	-$7.57K	0.04%	154
2024 Q2	$596K	Sell	2,004 -234	-10%	-$67.2K	0.04%	151
2024 Q1	$645K	Buy	2,238 +15	+0.7%	+$4.11K	0.04%	148
2023 Q4	$583K	Sell	2,223 -73	-3%	-$17.9K	0.04%	152
2023 Q3	$539K	Buy	+2,296	New	+$562K	0.04%	142

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

Osborne Partners Capital Management's IWB Position: Q1 2026 in Review

Osborne Partners Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 13% in Q1 2026, selling an estimated $85.7K and leaving 1,524 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #154.

Osborne Partners Capital Management first reported a position in IWB in Q3 2023 and has held it in 11 quarters since. The position peaked at $655K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Osborne Partners Capital Management held 1,524 shares of iShares Russell 1000 ETF worth $543K as of Q1 2026.
Osborne Partners Capital Management sold 230 iShares Russell 1000 ETF shares in Q1 2026, an estimated $85.7K.
iShares Russell 1000 ETF made up 0.03% of Osborne Partners Capital Management's portfolio in Q1 2026, its #154 holding.
Osborne Partners Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 11 quarters since.
Osborne Partners Capital Management's iShares Russell 1000 ETF position peaked at $655K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.