RAM Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History

RAM Investment Partners’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	$298K	Hold	836	–	–	0.05%	92
2025 Q4	$312K	Hold	836	–	–	0.06%	81
2025 Q3	$306K	Hold	836	–	–	0.06%	81
2025 Q2	$284K	Hold	836	–	–	0.06%	81
2025 Q1	$256K	Hold	836	–	–	0.06%	80
2024 Q4	$269K	Hold	836	–	–	0.07%	75
2024 Q3	$263K	Buy	+836	New	+$253K	0.07%	71
2023 Q4	–	Sell	-943	Closed	-$222K	–	67
2023 Q3	$222K	Buy	+943	New	+$231K	0.09%	45

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

RAM Investment Partners's IWB Position: Q1 2026 in Review

RAM Investment Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 836 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #92.

RAM Investment Partners first reported a position in IWB in Q3 2023 and has held it in 8 quarters since. The position peaked at $312K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

RAM Investment Partners held 836 shares of iShares Russell 1000 ETF worth $298K as of Q1 2026.
RAM Investment Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.05% of RAM Investment Partners's portfolio in Q1 2026, its #92 holding.
RAM Investment Partners first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 8 quarters since.
RAM Investment Partners's iShares Russell 1000 ETF position peaked at $312K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on RAM Investment Partners's 13F filing for Q1 2026, filed 4 May 2026.