Private Capital Management (Florida)’s iShares Russell 1000 ETF IWB Stock Holding History

Private Capital Management (Florida)’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	$253K	Hold	708	–	–	0.03%	179
2025 Q4	$265K	Hold	708	–	–	0.02%	161
2025 Q3	$259K	Hold	708	–	–	0.02%	143
2025 Q2	$241K	Hold	708	–	–	0.02%	149
2025 Q1	$217K	Hold	708	–	–	0.02%	140
2024 Q4	$228K	Hold	708	–	–	0.02%	131
2024 Q3	$223K	Hold	708	–	–	0.02%	127
2024 Q2	$211K	Hold	708	–	–	0.02%	132
2024 Q1	$204K	Buy	+708	New	+$194K	0.02%	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

Private Capital Management (Florida)'s IWB Position: Q1 2026 in Review

Private Capital Management (Florida) held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 708 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #179.

Private Capital Management (Florida) first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $265K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Private Capital Management (Florida) held 708 shares of iShares Russell 1000 ETF worth $253K as of Q1 2026.
Private Capital Management (Florida) left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.03% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #179 holding.
Private Capital Management (Florida) first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Private Capital Management (Florida)'s iShares Russell 1000 ETF position peaked at $265K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.