Sage Rhino Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Sage Rhino 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	$309K	Hold	866	–	–	0.06%	186
2025 Q4	$323K	Hold	866	–	–	0.06%	188
2025 Q3	$317K	Sell	866 -2	-0.2%	-$704	0.06%	185
2025 Q2	$295K	Hold	868	–	–	0.06%	180
2025 Q1	$266K	Hold	868	–	–	0.06%	186
2024 Q4	$280K	Hold	868	–	–	0.06%	178
2024 Q3	$273K	Hold	868	–	–	0.06%	192
2024 Q2	$258K	Hold	868	–	–	0.06%	186
2024 Q1	$250K	Hold	868	–	–	0.06%	186
2023 Q4	$228K	Hold	868	–	–	0.06%	188
2023 Q3	$204K	Hold	868	–	–	0.06%	195
2023 Q2	$212K	Buy	+868	New	+$200K	0.06%	196
2022 Q2	–	Sell	-868	Closed	-$217K	–	216
2022 Q1	$217K	Hold	868	–	–	0.07%	198
2021 Q4	$230K	Hold	868	–	–	0.06%	197
2021 Q3	$210K	Hold	868	–	–	0.06%	186
2021 Q2	$210K	Buy	+868	New	+$205K	0.06%	186

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

Sage Rhino Capital's IWB Position: Q1 2026 in Review

Sage Rhino Capital held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 866 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #186.

Sage Rhino Capital first reported a position in IWB in Q2 2021 and has held it in 16 quarters since. The position peaked at $323K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Sage Rhino Capital held 866 shares of iShares Russell 1000 ETF worth $309K as of Q1 2026.
Sage Rhino Capital left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.06% of Sage Rhino Capital's portfolio in Q1 2026, its #186 holding.
Sage Rhino Capital first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 16 quarters since.
Sage Rhino Capital's iShares Russell 1000 ETF position peaked at $323K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.