SB Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

SB Capital Management’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	$2.25M	Buy	+6,027	New	+$2.23M	0.83%	28

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SB Capital Management's IWB Position: Q4 2025 in Review

SB Capital Management opened a new position in iShares Russell 1000 ETF (IWB) in Q4 2025: 6,027 shares worth $2.25M. The stake represents 0.83% of the portfolio and ranks #28 among its holdings.

1,495 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

SB Capital Management held 6,027 shares of iShares Russell 1000 ETF worth $2.25M as of Q4 2025.
iShares Russell 1000 ETF was a new SB Capital Management position in Q4 2025.
iShares Russell 1000 ETF made up 0.83% of SB Capital Management's portfolio in Q4 2025, its #28 holding.
1,495 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.