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

Rovin 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
2025 Q4	$1.3M	Sell	3,492 -146	-4%	-$54.1K	0.35%	64
2025 Q3	$1.33M	Buy	3,638 +130	+4%	+$45.8K	0.37%	62
2025 Q2	$1.19M	Sell	3,508 -321	-8%	-$101K	0.36%	58
2025 Q1	$1.18M	Sell	3,829 -147	-4%	-$47.5K	0.38%	58
2024 Q4	$1.28M	Sell	3,976 -319	-7%	-$103K	0.46%	43
2024 Q3	$1.35M	Sell	4,295 -54	-1%	-$16.4K	0.5%	47
2024 Q2	$1.29M	Sell	4,349 -37	-0.8%	-$10.6K	0.54%	44
2024 Q1	$1.26M	Sell	4,386 -146	-3%	-$40K	0.52%	41
2023 Q4	$1.19M	Sell	4,532 -208	-4%	-$50.9K	0.54%	39
2023 Q3	$1.11M	Sell	4,740 -465	-9%	-$114K	0.51%	31
2023 Q2	$1.27M	Hold	5,205	–	–	0.57%	32
2023 Q1	$1.17M	Sell	5,205 -1,748	-25%	-$385K	0.56%	33
2022 Q4	$1.46M	Buy	+6,953	New	+$1.47M	0.73%	31

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rovin Capital's IWB Position: Q4 2025 in Review

Rovin Capital reduced its iShares Russell 1000 ETF (IWB) stake by 4% in Q4 2025, selling an estimated $54.1K and leaving 3,492 shares worth $1.3M. The position accounts for 0.35% of the portfolio, ranked #64.

Rovin Capital first reported a position in IWB in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.46M in Q4 2022. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Rovin Capital held 3,492 shares of iShares Russell 1000 ETF worth $1.3M as of Q4 2025.
Rovin Capital sold 146 iShares Russell 1000 ETF shares in Q4 2025, an estimated $54.1K.
iShares Russell 1000 ETF made up 0.35% of Rovin Capital's portfolio in Q4 2025, its #64 holding.
Rovin Capital first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 13 quarters since.
Rovin Capital's iShares Russell 1000 ETF position peaked at $1.46M in Q4 2022.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.