Roundview Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Roundview 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 Q1	$1.63M	Hold	4,570	–	–	0.1%	172
2025 Q4	$1.71M	Hold	4,570	–	–	0.11%	168
2025 Q3	$1.67M	Hold	4,570	–	–	0.11%	169
2025 Q2	$1.55M	Hold	4,570	–	–	0.1%	173
2025 Q1	$1.4M	Buy	4,570 +1,103	+32%	+$357K	0.1%	173
2024 Q4	$1.12M	Buy	3,467 +161	+5%	+$52.2K	0.08%	202
2024 Q3	$1.04M	Hold	3,306	–	–	0.08%	215
2024 Q2	$984K	Hold	3,306	–	–	0.08%	204
2024 Q1	$952K	Buy	+3,306	New	+$906K	0.08%	211

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

Roundview Capital's IWB Position: Q1 2026 in Review

Roundview Capital held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 4,570 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #172.

Roundview Capital first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Roundview Capital held 4,570 shares of iShares Russell 1000 ETF worth $1.63M as of Q1 2026.
Roundview Capital left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.1% of Roundview Capital's portfolio in Q1 2026, its #172 holding.
Roundview Capital first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Roundview Capital's iShares Russell 1000 ETF position peaked at $1.71M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.