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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
Q2 		$1.87M Hold
4,570
– – 0.1% 168
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Roundview Capital's IWB Position: Q2 2026 in Review

Roundview Capital held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 4,570 shares worth $1.87M. The position accounts for 0.1% of the portfolio, ranked #168.

Roundview Capital first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Roundview Capital held 4,570 shares of iShares Russell 1000 ETF worth $1.87M as of Q2 2026.
  • Roundview Capital left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.1% of Roundview Capital's portfolio in Q2 2026, its #168 holding.
  • Roundview Capital first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.