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

Tandem 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	$1.04M	Buy	2,925 +30	+1%	+$11.2K	0.52%	56
2025 Q4	$1.08M	Hold	2,895	–	–	0.49%	57
2025 Q3	$1.06M	Hold	2,895	–	–	0.49%	57
2025 Q2	$983K	Hold	2,895	–	–	0.5%	56
2025 Q1	$888K	Hold	2,895	–	–	0.5%	56
2024 Q4	$933K	Hold	2,895	–	–	0.5%	54
2024 Q3	$910K	Buy	2,895 +5	+0.2%	+$1.51K	0.48%	57
2024 Q2	$876K	Buy	2,890 +30	+1%	+$8.61K	0.48%	59
2024 Q1	$824K	Buy	2,860 +60	+2%	+$16.4K	0.47%	62
2023 Q4	$734K	Buy	2,800 +45	+2%	+$11K	0.46%	60
2023 Q3	$647K	Buy	2,755 +20	+0.7%	+$4.9K	0.44%	59
2023 Q2	$667K	Hold	2,735	–	–	0.43%	59
2023 Q1	$616K	Buy	+2,735	New	+$602K	0.43%	59

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Tandem Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 1% in Q1 2026, buying an estimated $11.2K and bringing the position to 2,925 shares worth $1.04M. The position accounts for 0.52% of the portfolio, ranked #56.

Tandem Capital Management first reported a position in IWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Tandem Capital Management held 2,925 shares of iShares Russell 1000 ETF worth $1.04M as of Q1 2026.
Tandem Capital Management bought 30 iShares Russell 1000 ETF shares in Q1 2026, an estimated $11.2K.
iShares Russell 1000 ETF made up 0.52% of Tandem Capital Management's portfolio in Q1 2026, its #56 holding.
Tandem Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
Tandem Capital Management's iShares Russell 1000 ETF position peaked at $1.08M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.