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 Q3	$692K	Sell	1,663 -1,959	-54%	-$814K	0.24%	114
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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Stableford Capital II's IWB Position: Q3 2026 in Review

Stableford Capital II reduced its iShares Russell 1000 ETF (IWB) stake by 54% in Q3 2026, selling an estimated $814K and leaving 1,663 shares worth $692K. The position accounts for 0.24% of the portfolio, ranked #114.

Stableford Capital II first reported a position in IWB in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.48M in Q2 2026. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Stableford Capital II held 1,663 shares of iShares Russell 1000 ETF worth $692K as of Q3 2026.
Stableford Capital II sold 1,959 iShares Russell 1000 ETF shares in Q3 2026, an estimated $814K.
iShares Russell 1000 ETF made up 0.24% of Stableford Capital II's portfolio in Q3 2026, its #114 holding.
Stableford Capital II first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 11 quarters since.
Stableford Capital II's iShares Russell 1000 ETF position peaked at $1.48M in Q2 2026.
82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Stableford Capital II's 13F filing for Q3 2026, filed 9 Oct 2026.