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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Schoolcraft Capital's IWB Position: Q1 2026 in Review

Schoolcraft Capital reduced its iShares Russell 1000 ETF (IWB) stake by 2.5% in Q1 2026, selling an estimated $832K and leaving 88,231 shares worth $31.5M. The position accounts for 6.09% of the portfolio, ranked #5.

Schoolcraft Capital first reported a position in IWB in Q1 2019 and has held it in 29 quarters since. The position peaked at $36.5M in Q4 2024. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Schoolcraft Capital held 88,231 shares of iShares Russell 1000 ETF worth $31.5M as of Q1 2026.
  • Schoolcraft Capital sold 2,233 iShares Russell 1000 ETF shares in Q1 2026, an estimated $832K.
  • iShares Russell 1000 ETF made up 6.09% of Schoolcraft Capital's portfolio in Q1 2026, its #5 holding.
  • Schoolcraft Capital first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 29 quarters since.
  • Schoolcraft Capital's iShares Russell 1000 ETF position peaked at $36.5M in Q4 2024.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.