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

Tanaka 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	$84K	Hold	235	–	–	0.14%	27
2025 Q4	$88K	Hold	235	–	–	0.16%	27
2025 Q3	$86K	Buy	+235	New	+$82.8K	0.15%	27
2025 Q1	$72K	Hold	235	–	–	0.17%	25
2024 Q4	$76K	Hold	235	–	–	0.17%	27
2024 Q3	$74K	Hold	235	–	–	0.17%	28
2024 Q2	$70K	Hold	235	–	–	0.17%	30
2024 Q1	$68K	Hold	235	–	–	0.17%	31
2023 Q4	$62K	Hold	235	–	–	0.15%	30
2023 Q3	$55K	Hold	235	–	–	0.16%	27
2023 Q2	$57K	Hold	235	–	–	0.15%	28
2023 Q1	$53K	Hold	235	–	–	0.15%	29
2022 Q4	$49K	Hold	235	–	–	0.16%	30
2022 Q3	$46K	Hold	235	–	–	0.14%	28
2022 Q2	$49K	Hold	235	–	–	0.16%	29
2022 Q1	$59K	Hold	235	–	–	0.12%	33
2021 Q4	$62K	Hold	235	–	–	0.12%	34
2021 Q3	$57K	Hold	235	–	–	0.08%	36
2021 Q2	$57K	Buy	+235	New	+$55.4K	0.08%	35

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 29.18% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Tanaka Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 235 shares worth $84K. The position accounts for 0.14% of the portfolio, ranked #27.

Tanaka Capital Management first reported a position in IWB in Q2 2021 and has held it in 19 quarters since. The position peaked at $88K in Q4 2025. 1,475 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Tanaka Capital Management held 235 shares of iShares Russell 1000 ETF worth $84K as of Q1 2026.
Tanaka Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.14% of Tanaka Capital Management's portfolio in Q1 2026, its #27 holding.
Tanaka Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 19 quarters since.
Tanaka Capital Management's iShares Russell 1000 ETF position peaked at $88K in Q4 2025.
1,475 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Tanaka Capital Management's 13F filing for Q1 2026, filed 18 May 2026.