Rossmore Private Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Rossmore Private Capital’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	$2.5M	Hold	6,095	–	–	0.2%	85
2026 Q1	$2.17M	Hold	6,095	–	–	0.19%	89
2025 Q4	$2.28M	Hold	6,095	–	–	0.2%	89
2025 Q3	$2.23M	Hold	6,095	–	–	0.24%	79
2025 Q2	$2.07M	Hold	6,095	–	–	0.24%	77
2025 Q1	$1.87M	Hold	6,095	–	–	0.23%	80
2024 Q4	$1.96M	Sell	6,095 -50	-0.8%	-$16.2K	0.24%	81
2024 Q3	$1.93M	Hold	6,145	–	–	0.24%	80
2024 Q2	$1.83M	Hold	6,145	–	–	0.24%	80
2024 Q1	$1.77M	Sell	6,145 -13	-0.2%	-$3.56K	0.23%	84
2023 Q4	$1.61M	Sell	6,158 -237	-4%	-$58K	0.23%	87
2023 Q3	$1.5M	Hold	6,395	–	–	0.23%	80
2023 Q2	$1.56M	Hold	6,395	–	–	0.23%	82
2023 Q1	$1.44M	Hold	6,395	–	–	0.23%	86
2022 Q4	$1.35M	Sell	6,395 -1,655	-21%	-$350K	0.22%	85
2022 Q3	$1.59M	Hold	8,050	–	–	0.28%	78
2022 Q2	$1.67M	Hold	8,050	–	–	0.29%	76
2022 Q1	$2.01M	Hold	8,050	–	–	0.31%	77
2021 Q4	$2.13M	Hold	8,050	–	–	0.33%	73
2021 Q3	$1.95M	Hold	8,050	–	–	0.33%	69
2021 Q2	$1.95M	Hold	8,050	–	–	0.33%	70
2021 Q1	$1.8M	Hold	8,050	–	–	0.34%	73
2020 Q4	$1.71M	Hold	8,050	–	–	0.35%	74
2020 Q3	$1.51M	Buy	+8,050	New	+$1.49M	0.35%	73
2020 Q1	–	Sell	-1,401	Closed	-$250K	–	157
2019 Q4	$250K	Sell	1,401 -139	-9%	-$23.7K	0.08%	123
2019 Q3	$253K	Sell	1,540 -275	-15%	-$45.1K	0.09%	119
2019 Q2	$295K	Hold	1,815	–	–	0.1%	106
2019 Q1	$286K	Hold	1,815	–	–	0.11%	107
2018 Q4	$252K	Sell	1,815 -185	-9%	-$27.7K	0.11%	111
2018 Q3	$323K	Hold	2,000	–	–	0.13%	104
2018 Q2	$304K	Hold	2,000	–	–	0.2%	86
2018 Q1	$294K	Buy	+2,000	New	+$304K	0.3%	74

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 29.2% 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

Rossmore Private Capital's IWB Position: Q2 2026 in Review

Rossmore Private Capital held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 6,095 shares worth $2.5M. The position accounts for 0.2% of the portfolio, ranked #85.

Rossmore Private Capital first reported a position in IWB in Q1 2018 and has held it in 32 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Rossmore Private Capital held 6,095 shares of iShares Russell 1000 ETF worth $2.5M as of Q2 2026.
Rossmore Private Capital left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.2% of Rossmore Private Capital's portfolio in Q2 2026, its #85 holding.
Rossmore Private Capital first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 32 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.