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

SOL 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 Q1	–	Sell	-3,806	Closed	-$1.42M	–	172
2025 Q4	$1.42M	Hold	3,806	–	–	0.13%	154
2025 Q3	$1.39M	Hold	3,806	–	–	0.12%	155
2025 Q2	$1.29M	Sell	3,806 -3,680	-49%	-$1.16M	0.13%	151
2025 Q1	$2.3M	Buy	7,486 +900	+14%	+$291K	0.25%	102
2024 Q4	$2.12M	Buy	6,586 +2,050	+45%	+$664K	0.24%	111
2024 Q3	$1.43M	Buy	4,536 +1,025	+29%	+$310K	0.16%	135
2024 Q2	$1.04M	Buy	3,511 +1,000	+40%	+$287K	0.13%	160
2024 Q1	$723K	Hold	2,511	–	–	0.09%	188
2023 Q4	$659K	Buy	2,511 +225	+10%	+$55.1K	0.09%	195
2023 Q3	$537K	Hold	2,286	–	–	0.08%	202
2023 Q2	$557K	Hold	2,286	–	–	0.08%	193
2023 Q1	$515K	Hold	2,286	–	–	0.08%	197
2022 Q4	$481K	Buy	+2,286	New	+$484K	0.09%	200
2019 Q1	–	Sell	-1,815	Closed	-$252K	–	242
2018 Q4	$252K	Hold	1,815	–	–	0.08%	205
2018 Q3	$294K	Buy	+1,815	New	+$288K	0.08%	202
2018 Q1	–	Sell	-1,385	Closed	-$206K	–	244
2017 Q4	$206K	Buy	+1,385	New	+$201K	0.06%	230

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

SOL Capital Management's IWB Position: Q1 2026 in Review

SOL Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 3,806 shares — an estimated $1.42M sold.

SOL Capital Management first reported a position in IWB in Q4 2017 and held it in 16 quarters. The position peaked at $2.3M in Q1 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

SOL Capital Management reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 3,806 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.42M.
SOL Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 16 quarters.
SOL Capital Management's iShares Russell 1000 ETF position peaked at $2.3M in Q1 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.