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Twin Focus Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Twin Focus Capital Partners’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 		$14.7M Hold
41,161
– – 1.69% 13
2025
Q4 		$15.4M Buy
41,161
+289
+0.7% +$107K 1.77% 13
2025
Q3 		$14.9M Sell
40,872
-300
-0.7% -$106K 1.9% 10
2025
Q2 		$14M Sell
41,172
-12,621
-23% -$3.96M 1.96% 13
2025
Q1 		$16.5M Buy
53,793
+509
+1% +$165K 2.56% 9
2024
Q4 		$17.2M Sell
53,284
-640
-1% -$207K 2.54% 10
2024
Q3 		$17M Buy
53,924
+255
+0.5% +$77.2K 2.67% 8
2024
Q2 		$16M Hold
53,669
– – 2.55% 9
2024
Q1 		$15.5M Buy
53,669
+828
+2% +$227K 2.94% 7
2023
Q4 		$13.9M Buy
52,841
+7,400
+16% +$1.81M 2.82% 7
2023
Q3 		$10.7M Hold
45,441
– – 2.4% 10
2023
Q2 		$11.1M Hold
45,441
– – 2.24% 13
2023
Q1 		$10.2M Hold
45,441
– – 2.03% 12
2022
Q4 		$9.57M Buy
45,441
+38,575
+562% +$8.17M 2% 13
2022
Q3 		$1.35M Hold
6,866
– – 0.33% 52
2022
Q2 		$1.43M Buy
6,866
+100
+1% +$22.6K 0.32% 52
2022
Q1 		$1.69M Hold
6,766
– – 0.33% 50
2021
Q4 		$1.79M Hold
6,766
– – 0.36% 47
2021
Q3 		$1.64M Hold
6,766
– – 0.38% 45
2021
Q2 		$1.64M Buy
6,766
+650
+11% +$153K 0.38% 46
2021
Q1 		$1.37M Hold
6,116
– – 0.39% 46
2020
Q4 		$1.3M Buy
6,116
+2,100
+52% +$419K 0.4% 46
2020
Q3 		$752K Hold
4,016
– – 0.27% 56
2020
Q2 		$689K Sell
4,016
-3,000
-43% -$485K 0.28% 56
2020
Q1 		$993K Hold
7,016
– – 0.46% 42
2019
Q4 		$1.25M Buy
+7,016
New +$1.2M 0.4% 46
2018
Q4 		– Sell
-1,351
Closed -$218K – 110
2018
Q3 		$218K Hold
1,351
– – 0.11% 96
2018
Q2 		$205K Buy
+1,351
New +$204K 0.1% 102
2018
Q1 		– Sell
-1,351
Closed -$201K – 107
2017
Q4 		$201K Buy
+1,351
New +$196K 0.1% 93
2014
Q4 		– Sell
-994
Closed -$109K – 119
2014
Q3 		$109K Buy
+994
New +$110K 0.11% 97

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Twin Focus Capital Partners's IWB Position: Q1 2026 in Review

Twin Focus Capital Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 41,161 shares worth $14.7M. The position accounts for 1.69% of the portfolio, ranked #13.

Twin Focus Capital Partners first reported a position in IWB in Q3 2014 and has held it in 30 quarters since. The position peaked at $17.2M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Twin Focus Capital Partners held 41,161 shares of iShares Russell 1000 ETF worth $14.7M as of Q1 2026.
  • Twin Focus Capital Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 1.69% of Twin Focus Capital Partners's portfolio in Q1 2026, its #13 holding.
  • Twin Focus Capital Partners first reported a position in iShares Russell 1000 ETF in Q3 2014 and has held it in 30 quarters since.
  • Twin Focus Capital Partners's iShares Russell 1000 ETF position peaked at $17.2M in Q4 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Twin Focus Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.