Semitam Bonam’s iShares Russell 1000 ETF IWB Stock Holding History

Semitam Bonam’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	$1.08M	Sell	2,607 -180	-6%	-$74.8K	0.76%	26
2026 Q2	$1.14M	Sell	2,787 -110	-4%	-$43.6K	0.84%	27
2026 Q1	$1.03M	Sell	2,897 -85	-3%	-$31.7K	0.84%	26
2025 Q4	$1.11M	Sell	2,982 -115	-4%	-$42.6K	0.93%	26
2025 Q3	$1.13M	Sell	3,097 -89	-3%	-$31.3K	1.01%	25
2025 Q2	$1.08M	Buy	+3,186	New	+$1M	1.02%	25

Other funds holding IWB

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Semitam Bonam's IWB Position: Q3 2026 in Review

Semitam Bonam reduced its iShares Russell 1000 ETF (IWB) stake by 6.5% in Q3 2026, selling an estimated $74.8K and leaving 2,607 shares worth $1.08M. The position accounts for 0.76% of the portfolio, ranked #26.

Semitam Bonam first reported a position in IWB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q2 2026. 688 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Semitam Bonam held 2,607 shares of iShares Russell 1000 ETF worth $1.08M as of Q3 2026.
Semitam Bonam sold 180 iShares Russell 1000 ETF shares in Q3 2026, an estimated $74.8K.
iShares Russell 1000 ETF made up 0.76% of Semitam Bonam's portfolio in Q3 2026, its #26 holding.
Semitam Bonam first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 6 quarters since.
Semitam Bonam's iShares Russell 1000 ETF position peaked at $1.14M in Q2 2026.
688 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.