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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Soundwatch Capital's IWB Position: Q1 2026 in Review

Soundwatch Capital held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 3,183 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #14.

Soundwatch Capital first reported a position in IWB in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.45M in Q2 2020. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Soundwatch Capital held 3,183 shares of iShares Russell 1000 ETF worth $1.13M as of Q1 2026.
  • Soundwatch Capital left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.14% of Soundwatch Capital's portfolio in Q1 2026, its #14 holding.
  • Soundwatch Capital first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 22 quarters since.
  • Soundwatch Capital's iShares Russell 1000 ETF position peaked at $1.45M in Q2 2020.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.