Y-Intercept (HK)’s iShares Russell 1000 ETF IWB Stock Holding History

Y-Intercept (HK)’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 Q3	$350K	Buy	+841	New	+$350K	0.01%	1375
2024 Q1	–	Sell	-2,287	Closed	-$600K	–	1566
2023 Q4	$600K	Buy	+2,287	New	+$560K	0.06%	517
2023 Q3	–	Sell	-3,187	Closed	-$777K	–	1318
2023 Q2	$777K	Sell	3,187 -92	-3%	-$21.2K	0.08%	383
2023 Q1	$739K	Buy	+3,279	New	+$722K	0.09%	358
2022 Q4	–	Sell	-3,956	Closed	-$781K	–	1167
2022 Q3	$781K	Buy	+3,956	New	+$868K	0.08%	370

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Y-Intercept (HK)'s IWB Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 841 shares worth $350K. The stake represents 0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IWB as recently as Q4 2023.

Y-Intercept (HK) first reported a position in IWB in Q3 2022 and has held it in 5 quarters since. The position peaked at $781K in Q3 2022. 1,072 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Y-Intercept (HK) held 841 shares of iShares Russell 1000 ETF worth $350K as of Q3 2026.
iShares Russell 1000 ETF was a new Y-Intercept (HK) position in Q3 2026.
iShares Russell 1000 ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1375 holding.
Y-Intercept (HK) first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 5 quarters since.
Y-Intercept (HK)'s iShares Russell 1000 ETF position peaked at $781K in Q3 2022.
1,072 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.