Soundwatch Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Soundwatch 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 Q2	$936K	Sell	2,285 -898	-28%	-$356K	0.1%	23
2026 Q1	$1.13M	Hold	3,183	–	–	0.14%	14
2025 Q4	$1.19M	Sell	3,183 -243	-7%	-$90K	0.18%	14
2025 Q3	$1.25M	Sell	3,426 -768	-18%	-$271K	0.2%	12
2025 Q2	$1.28M	Buy	4,194 +425	+11%	+$133K	0.22%	71
2025 Q1	$1.16M	Hold	3,769	–	–	0.53%	8
2024 Q4	$1.21M	Hold	3,769	–	–	0.13%	11
2024 Q3	$1.18M	Buy	3,769 +2,436	+183%	+$738K	0.19%	12
2024 Q2	$397K	Sell	1,333 -2,624	-66%	-$753K	2.18%	12
2024 Q1	$1.14M	Sell	3,957 -334	-8%	-$91.5K	0.22%	7
2023 Q4	$1.13M	Sell	4,291 -44	-1%	-$10.8K	0.54%	9
2023 Q3	$1.02M	Sell	4,335 -6	-0.1%	-$1.47K	0.22%	12
2023 Q2	$1.06M	Sell	4,341 -914	-17%	-$210K	0.27%	10
2023 Q1	$1.18M	Buy	+5,255	New	+$1.16M	0.27%	9
2022 Q3	–	Sell	-1,333	Closed	-$277K	–	13
2022 Q2	$277K	Buy	+1,333	New	+$301K	0.26%	12
2022 Q1	–	Sell	-4,410	Closed	-$1.17M	–	20
2021 Q4	$1.17M	Buy	4,410 +15	+0.3%	+$3.86K	0.25%	11
2021 Q3	$1.06M	Buy	4,395 +3,060	+229%	+$761K	0.11%	12
2021 Q2	$323K	Sell	1,335 -3,060	-70%	-$721K	0.32%	6
2021 Q1	$984K	Buy	4,395 +523	+14%	+$115K	0.36%	10
2020 Q4	$820K	Hold	3,872	–	–	0.56%	10
2020 Q3	$725K	Sell	3,872 -5,529	-59%	-$1.02M	0.23%	12
2020 Q2	$1.45M	Buy	9,401 +3,872	+70%	+$626K	0.87%	7
2020 Q1	$783K	Buy	+5,529	New	+$935K	0.55%	6

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

Soundwatch Capital's IWB Position: Q2 2026 in Review

Soundwatch Capital reduced its iShares Russell 1000 ETF (IWB) stake by 28% in Q2 2026, selling an estimated $356K and leaving 2,285 shares worth $936K. The position accounts for 0.1% of the portfolio, ranked #23.

Soundwatch Capital first reported a position in IWB in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q2 2020. 1,549 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Soundwatch Capital held 2,285 shares of iShares Russell 1000 ETF worth $936K as of Q2 2026.
Soundwatch Capital sold 898 iShares Russell 1000 ETF shares in Q2 2026, an estimated $356K.
iShares Russell 1000 ETF made up 0.1% of Soundwatch Capital's portfolio in Q2 2026, its #23 holding.
Soundwatch Capital first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 23 quarters since.
Soundwatch Capital's iShares Russell 1000 ETF position peaked at $1.45M in Q2 2020.
1,549 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.