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 Q2	$302K	Buy	737 +29	+4%	+$11.5K	0.03%	178
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Capital Management (Florida)'s IWB Position: Q2 2026 in Review

Private Capital Management (Florida) increased its iShares Russell 1000 ETF (IWB) stake by 4.1% in Q2 2026, buying an estimated $11.5K and bringing the position to 737 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #178.

Private Capital Management (Florida) first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Private Capital Management (Florida) held 737 shares of iShares Russell 1000 ETF worth $302K as of Q2 2026.
Private Capital Management (Florida) bought 29 iShares Russell 1000 ETF shares in Q2 2026, an estimated $11.5K.
iShares Russell 1000 ETF made up 0.03% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #178 holding.
Private Capital Management (Florida) first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.