Windsor Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $243K | Sell |
592
-11
| -2% | -$4.36K | 0.06% | 121 |
|
|
2026
Q1 | $215K | Sell |
603
-9
| -1% | -$3.35K | 0.06% | 117 |
|
|
2025
Q4 | $229K | Sell |
612
-26
| -4% | -$9.63K | 0.06% | 111 |
|
|
2025
Q3 | $233K | Sell |
638
-35
| -5% | -$12.3K | 0.06% | 113 |
|
|
2025
Q2 | $229K | Hold |
673
| – | – | 0.07% | 112 |
|
|
2025
Q1 | $206K | Sell |
673
-26
| -4% | -$8.41K | 0.06% | 115 |
|
|
2024
Q4 | $225K | Buy |
699
+39
| +6% | +$12.6K | 0.07% | 113 |
|
|
2024
Q3 | $207K | Buy |
+660
| New | +$200K | 0.06% | 115 |
|
|
2022
Q1 | – | Sell |
-867
| Closed | -$229K | – | 122 |
|
|
2021
Q4 | $229K | Hold |
867
| – | – | 0.07% | 109 |
|
|
2021
Q3 | $209K | Sell |
867
-144
| -14% | -$35.8K | 0.07% | 115 |
|
|
2021
Q2 | $244K | Sell |
1,011
-46
| -4% | -$10.8K | 0.08% | 106 |
|
|
2021
Q1 | $236K | Sell |
1,057
-4
| -0.4% | -$876 | 0.08% | 108 |
|
|
2020
Q4 | $224K | Buy |
+1,061
| New | +$212K | 0.08% | 108 |
|
|
2020
Q1 | – | Sell |
-1,144
| Closed | -$204K | – | 120 |
|
|
2019
Q4 | $204K | Sell |
1,144
-72
| -6% | -$12.3K | 0.09% | 115 |
|
|
2019
Q3 | $200K | Sell |
1,216
-30
| -2% | -$4.92K | 0.09% | 118 |
|
|
2019
Q2 | $202K | Buy |
+1,246
| New | +$200K | 0.09% | 115 |
|
|
2018
Q4 | – | Sell |
-1,291
| Closed | -$208K | – | 119 |
|
|
2018
Q3 | $208K | Sell |
1,291
-52
| -4% | -$8.25K | 0.09% | 115 |
|
|
2018
Q2 | $204K | Sell |
1,343
-74
| -5% | -$11.1K | 0.1% | 112 |
|
|
2018
Q1 | $208K | Hold |
1,417
| – | – | 0.1% | 112 |
|
|
2017
Q4 | $210K | Buy |
+1,417
| New | +$205K | 0.1% | 109 |
|
|
2017
Q1 | – | Sell |
-1,717
| Closed | -$213K | – | 113 |
|
|
2016
Q4 | $213K | Sell |
1,717
-91
| -5% | -$11.1K | 0.12% | 104 |
|
|
2016
Q3 | $217K | Sell |
1,808
-50
| -3% | -$6.01K | 0.12% | 106 |
|
|
2016
Q2 | $217K | Hold |
1,858
| – | – | 0.13% | 99 |
|
|
2016
Q1 | $211K | Sell |
1,858
-67
| -3% | -$7.24K | 0.13% | 101 |
|
|
2015
Q4 | $218K | Sell |
1,925
-143
| -7% | -$16.4K | 0.14% | 104 |
|
|
2015
Q3 | $221K | Sell |
2,068
-145
| -7% | -$16.5K | 0.13% | 100 |
|
|
2015
Q2 | $256K | Hold |
2,213
| – | – | 0.15% | 99 |
|
|
2015
Q1 | $256K | Sell |
2,213
-30
| -1% | -$3.46K | 0.15% | 96 |
|
|
2014
Q4 | $257K | Sell |
2,243
-605
| -21% | -$67.8K | 0.14% | 89 |
|
|
2014
Q3 | $313K | Sell |
2,848
-30
| -1% | -$3.32K | 0.18% | 75 |
|
|
2014
Q2 | $317K | Sell |
2,878
-205
| -7% | -$21.8K | 0.18% | 73 |
|
|
2014
Q1 | $323K | Sell |
3,083
-100
| -3% | -$10.3K | 0.19% | 69 |
|
|
2013
Q4 | $328K | Hold |
3,183
| – | – | 0.19% | 62 |
|
|
2013
Q3 | $300K | Sell |
3,183
-117
| -4% | -$10.9K | 0.17% | 66 |
|
|
2013
Q2 | $297K | Buy |
+3,300
| New | +$296K | 0.18% | 64 |
|
Other funds holding IWB
Windsor Capital Management's IWB Position: Q2 2026 in Review
Windsor Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.8% in Q2 2026, selling an estimated $4.36K and leaving 592 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #121.
Windsor Capital Management first reported a position in IWB in Q2 2013 and has held it in 35 quarters since. The position peaked at $328K in Q4 2013. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Windsor Capital Management held 592 shares of iShares Russell 1000 ETF worth $243K as of Q2 2026.
- Windsor Capital Management sold 11 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.36K.
- iShares Russell 1000 ETF made up 0.06% of Windsor Capital Management's portfolio in Q2 2026, its #121 holding.
- Windsor Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 35 quarters since.
- Windsor Capital Management's iShares Russell 1000 ETF position peaked at $328K in Q4 2013.
- 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.