Stableford Capital II’s iShares Russell 1000 ETF IWB Stock Holding History

Stableford Capital II’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	$1.48M	Buy	3,622 +2,494	+221%	+$988K	0.51%	44
2026 Q1	$402K	Sell	1,128 -111	-9%	-$41.4K	0.15%	130
2025 Q4	$463K	Buy	+1,239	New	+$459K	0.17%	127
2023 Q1	–	Sell	-1,694	Closed	-$362K	–	111
2022 Q4	$362K	Hold	1,694	–	–	0.2%	95
2022 Q3	$349K	Buy	1,694 +48	+3%	+$10.5K	0.17%	98
2022 Q2	$376K	Hold	1,646	–	–	0.17%	101
2022 Q1	$408K	Buy	1,646 +37	+2%	+$9.13K	0.17%	101
2021 Q4	$393K	Sell	1,609 -36	-2%	-$9.27K	0.17%	102
2021 Q3	$411K	Sell	1,645 -16	-1%	-$3.98K	0.21%	98
2021 Q2	$402K	Buy	+1,661	New	+$391K	0.19%	101

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

Stableford Capital II's IWB Position: Q2 2026 in Review

Stableford Capital II increased its iShares Russell 1000 ETF (IWB) stake by 221% in Q2 2026, buying an estimated $988K and bringing the position to 3,622 shares worth $1.48M. The position accounts for 0.51% of the portfolio, ranked #44.

Stableford Capital II first reported a position in IWB in Q2 2021 and has held it in 10 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Stableford Capital II held 3,622 shares of iShares Russell 1000 ETF worth $1.48M as of Q2 2026.
Stableford Capital II bought 2,494 iShares Russell 1000 ETF shares in Q2 2026, an estimated $988K.
iShares Russell 1000 ETF made up 0.51% of Stableford Capital II's portfolio in Q2 2026, its #44 holding.
Stableford Capital II first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 10 quarters since.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.