Silicon Valley Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Silicon Valley Capital Partners’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	$239K	Buy	669 +2	+0.3%	+$745	0.02%	88
2025 Q4	$249K	Buy	667 +2	+0.3%	+$741	0.02%	81
2025 Q3	$243K	Buy	665 +1	+0.2%	+$352	0.02%	81
2025 Q2	$225K	Buy	664 +2	+0.3%	+$628	0.02%	80
2025 Q1	$202K	Buy	662 +2	+0.3%	+$647	0.03%	76
2024 Q4	$213K	Buy	660 +2	+0.3%	+$648	0.02%	76
2024 Q3	$207K	Buy	658 +2	+0.3%	+$606	0.03%	72
2024 Q2	$195K	Buy	656 +2	+0.3%	+$574	0.03%	74
2024 Q1	$188K	Buy	654 +2	+0.3%	+$548	0.03%	67
2023 Q4	$171K	Buy	652 +5	+0.8%	+$1.22K	0.03%	68
2023 Q3	$152K	Hold	647	–	–	0.03%	72
2023 Q2	$158K	Buy	647 +2	+0.3%	+$461	0.03%	74
2023 Q1	$145K	Buy	645 +2	+0.3%	+$440	0.03%	76
2022 Q4	$135K	Buy	+643	New	+$136K	0.03%	77

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Silicon Valley Capital Partners's IWB Position: Q1 2026 in Review

Silicon Valley Capital Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.3% in Q1 2026, buying an estimated $745 and bringing the position to 669 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #88.

Silicon Valley Capital Partners first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $249K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Silicon Valley Capital Partners held 669 shares of iShares Russell 1000 ETF worth $239K as of Q1 2026.
Silicon Valley Capital Partners bought 2 iShares Russell 1000 ETF shares in Q1 2026, an estimated $745.
iShares Russell 1000 ETF made up 0.02% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #88 holding.
Silicon Valley Capital Partners first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Silicon Valley Capital Partners's iShares Russell 1000 ETF position peaked at $249K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.