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 Q3	$1.9M	Hold	4,570	–	–	0.11%	158
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 Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Roundview Capital's IWB Position: Q3 2026 in Review

Roundview Capital held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 4,570 shares worth $1.9M. The position accounts for 0.11% of the portfolio, ranked #158.

Roundview Capital first reported a position in IWB in Q1 2024 and has held it in 11 quarters since. 1,095 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Roundview Capital held 4,570 shares of iShares Russell 1000 ETF worth $1.9M as of Q3 2026.
Roundview Capital left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.11% of Roundview Capital's portfolio in Q3 2026, its #158 holding.
Roundview Capital first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 11 quarters since.
1,095 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.