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 Q2	$1.2M	Hold	2,925	–	–	0.5%	57
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

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 29.18% 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

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

Tandem Capital Management's IWB Position: Q2 2026 in Review

Tandem Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,925 shares worth $1.2M. The position accounts for 0.5% of the portfolio, ranked #57.

Tandem Capital Management first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Tandem Capital Management held 2,925 shares of iShares Russell 1000 ETF worth $1.2M as of Q2 2026.
Tandem Capital Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.5% of Tandem Capital Management's portfolio in Q2 2026, its #57 holding.
Tandem Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.