CONNABLE OFFICE INC IWB iShares Russell 1000 ETF

Ownership history in CONNABLE OFFICE INC  ·  13 quarters on record

AI Ownership Summary

CONNABLE OFFICE INC reported iShares Russell 1000 ETF (IWB) in 13 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2026 Q1. The latest visible filing shows IWB at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONNABLE OFFICE INC's position in iShares Russell 1000 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWB was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CONNABLE OFFICE INC held IWB — position size vs. price
% of Fund (quarterly)    IWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,208 +5,810 +132.1% 0.36% $3.6M 2026-04-29 $388.87
2025 Q4 ADDED 4,398 +18 +0.4% 0.15% $1.6M 2026-02-03 $376.42
2025 Q3 ADDED 4,380 +2,049 +87.9% 0.15% $1.6M 2025-11-06 $365.08
2025 Q2 REDUCED 26.4% +7.6% 2,331 -837 -26.4% 0.08% $792K 2025-08-05 $342.43
2025 Q1 ADDED 3,168 +1,195 +60.6% 0.10% $972K 2025-05-09 $306.99
2024 Q4 ADDED 1,973 +373 +23.3% 0.07% $636K 2025-02-05 $329.05
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CONNABLE OFFICE INC and IWB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONNABLE OFFICE INC reported owning IWB?

CONNABLE OFFICE INC reported IWB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IWB position in CONNABLE OFFICE INC's portfolio?

The largest reported portfolio weight for IWB was 0.36% in 2026 Q1.

What is the latest reported IWB position on this page?

The most recent filing on this page is 2026 Q1, when CONNABLE OFFICE INC reported 10,208 shares, equal to 0.36% of portfolio, with an estimated market value of $3.6M.

What does the chart on this IWB ownership page compare?

The chart compares CONNABLE OFFICE INC's quarterly IWB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CONNABLE OFFICE INC time their IWB position?

Based on 13F filing dates vs. subsequent IWB price moves, CONNABLE OFFICE INC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on IWB relative to SPY over the holding period was -1.1%.

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