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

SCS 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
2026 Q2	$19.9M	Sell	48,700 -296	-0.6%	-$117K	0.19%	70
2026 Q1	$17.5M	Sell	48,996 -140	-0.3%	-$52.2K	0.19%	69
2025 Q4	$18.3M	Sell	49,136 -2,393	-5%	-$886K	0.19%	71
2025 Q3	$18.8M	Sell	51,529 -1,120	-2%	-$394K	0.21%	67
2025 Q2	$17.9M	Buy	52,649 +5,482	+12%	+$1.72M	0.2%	69
2025 Q1	$14.5M	Buy	+47,167	New	+$15.3M	0.18%	72
2016 Q3	–	Sell	-5,405	Closed	-$632K	–	16
2016 Q2	$632K	Sell	5,405 -1,042	-16%	-$120K	0.03%	16
2016 Q1	$735K	Buy	6,447 +359	+6%	+$38.8K	0.03%	14
2015 Q4	$690K	Buy	6,088 +49	+0.8%	+$5.6K	0.03%	14
2015 Q3	$646K	Sell	6,039 -19	-0.3%	-$2.16K	0.03%	15
2015 Q2	$703K	Sell	6,058 -929	-13%	-$110K	0.04%	16
2015 Q1	$809K	Sell	6,987 -3,595	-34%	-$415K	0.04%	18
2014 Q4	$1.21M	Sell	10,582 -1,006	-9%	-$113K	0.05%	14
2014 Q3	$1.27M	Sell	11,588 -817	-7%	-$90.3K	0.06%	14
2014 Q2	$1.37M	Buy	+12,405	New	+$1.32M	0.07%	14

Other funds holding IWB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

SCS Capital Management's IWB Position: Q2 2026 in Review

SCS Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.6% in Q2 2026, selling an estimated $117K and leaving 48,700 shares worth $19.9M. The position accounts for 0.19% of the portfolio, ranked #70.

SCS Capital Management first reported a position in IWB in Q2 2014 and has held it in 15 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

SCS Capital Management held 48,700 shares of iShares Russell 1000 ETF worth $19.9M as of Q2 2026.
SCS Capital Management sold 296 iShares Russell 1000 ETF shares in Q2 2026, an estimated $117K.
iShares Russell 1000 ETF made up 0.19% of SCS Capital Management's portfolio in Q2 2026, its #70 holding.
SCS Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2014 and has held it in 15 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.