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Transcendent Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

Transcendent Capital Group’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 		$268K Buy
+655
New +$260K 0.1% 116
2025
Q1 		– Sell
-73
Closed -$23.4K – 249
2024
Q4 		$23.4K Hold
73
– – 0.01% 265
2024
Q3 		$22.8K Sell
73
-24
-25% -$7.27K 0.01% 281
2024
Q2 		$29K Buy
97
+42
+76% +$12.1K 0.02% 238
2024
Q1 		$15.9K Hold
55
– – 0.01% 284
2023
Q4 		$14.5K Buy
+55
New +$13.5K 0.01% 238

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Transcendent Capital Group's IWB Position: Q2 2026 in Review

Transcendent Capital Group opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 655 shares worth $268K. The stake represents 0.1% of the portfolio and ranks #116 among its holdings. This is a return to the name: Transcendent Capital Group previously reported a position in IWB as recently as Q4 2024.

Transcendent Capital Group first reported a position in IWB in Q4 2023 and has held it in 6 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Transcendent Capital Group held 655 shares of iShares Russell 1000 ETF worth $268K as of Q2 2026.
  • iShares Russell 1000 ETF was a new Transcendent Capital Group position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.1% of Transcendent Capital Group's portfolio in Q2 2026, its #116 holding.
  • Transcendent Capital Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 6 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.