Schoolcraft Capital
IWB icon

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

Schoolcraft 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 		$33.4M Sell
80,338
-1,438
-2% -$598K 5.89% 5
2026
Q2 		$33.5M Sell
81,776
-6,455
-7% -$2.56M 5.95% 5
2026
Q1 		$31.5M Sell
88,231
-2,233
-2% -$832K 6.09% 5
2025
Q4 		$33.8M Sell
90,464
-140
-0.2% -$51.9K 6.56% 5
2025
Q3 		$33.1M Sell
90,604
-4,687
-5% -$1.65M 6.62% 5
2025
Q2 		$32.4M Sell
95,291
-15,079
-14% -$4.73M 6.6% 5
2025
Q1 		$33.9M Sell
110,370
-2,774
-2% -$897K 6.65% 5
2024
Q4 		$36.5M Sell
113,144
-1,133
-1% -$367K 7.61% 4
2024
Q3 		$35.9M Sell
114,277
-2,191
-2% -$664K 7.29% 5
2024
Q2 		$34.7M Buy
116,468
+4,883
+4% +$1.4M 7.44% 5
2024
Q1 		$32.1M Buy
111,585
+264
+0.2% +$72.4K 7.54% 5
2023
Q4 		$29.2M Buy
111,321
+1,602
+1% +$392K 7.37% 5
2023
Q3 		$25.8M Buy
109,719
+871
+0.8% +$213K 7.27% 5
2023
Q2 		$26.5M Sell
108,848
-595
-0.5% -$137K 7.28% 5
2023
Q1 		$24.6M Buy
109,443
+716
+0.7% +$158K 7.1% 6
2022
Q4 		$22.9M Sell
108,727
-1,269
-1% -$269K 7.05% 6
2022
Q3 		$21.7M Buy
109,996
+2,577
+2% +$565K 7.36% 7
2022
Q2 		$22.3M Sell
107,419
-7,578
-7% -$1.71M 7.15% 8
2022
Q1 		$28.8M Sell
114,997
-10,900
-9% -$2.69M 8.85% 4
2021
Q4 		$33.3M Buy
125,897
+9,751
+8% +$2.51M 10.08% 2
2021
Q3 		$28.1M Buy
116,146
+5,181
+5% +$1.29M 9.42% 3
2021
Q2 		$26.9M Buy
110,965
+6,146
+6% +$1.45M 9.71% 3
2021
Q1 		$23.5M Buy
104,819
+1,380
+1% +$302K 9.37% 3
2020
Q4 		$21.9M Sell
103,439
-205
-0.2% -$40.9K 9.19% 3
2020
Q3 		$19.4M Sell
103,644
-2,095
-2% -$387K 9.12% 4
2020
Q2 		$18.2M Sell
105,739
-51
-0% -$8.25K 8.99% 5
2020
Q1 		$15M Buy
105,790
+10,351
+11% +$1.75M 9.1% 3
2019
Q4 		$17M Buy
95,439
+2,638
+3% +$450K 8.67% 3
2019
Q3 		$15.3M Buy
92,801
+2,814
+3% +$462K 8.75% 5
2019
Q2 		$14.6M Buy
89,987
+2,705
+3% +$433K 8.73% 4
2019
Q1 		$13.7M Buy
+87,282
New +$13.2M 8.85% 4

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Schoolcraft Capital's IWB Position: Q3 2026 in Review

Schoolcraft Capital reduced its iShares Russell 1000 ETF (IWB) stake by 1.8% in Q3 2026, selling an estimated $598K and leaving 80,338 shares worth $33.4M. The position accounts for 5.89% of the portfolio, ranked #5.

Schoolcraft Capital first reported a position in IWB in Q1 2019 and has held it in 31 quarters since. The position peaked at $36.5M in Q4 2024. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Schoolcraft Capital held 80,338 shares of iShares Russell 1000 ETF worth $33.4M as of Q3 2026.
  • Schoolcraft Capital sold 1,438 iShares Russell 1000 ETF shares in Q3 2026, an estimated $598K.
  • iShares Russell 1000 ETF made up 5.89% of Schoolcraft Capital's portfolio in Q3 2026, its #5 holding.
  • Schoolcraft Capital first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 31 quarters since.
  • Schoolcraft Capital's iShares Russell 1000 ETF position peaked at $36.5M in Q4 2024.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.