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Advance Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Advance Capital Management’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 		$14.1M Buy
34,538
+22
+0.1% +$8.72K 0.46% 17
2026
Q1 		$12.3M Sell
34,516
-348
-1% -$130K 0.47% 17
2025
Q4 		$13M Sell
34,864
-243
-0.7% -$90K 0.55% 17
2025
Q3 		$12.8M Sell
35,107
-176
-0.5% -$62K 0.56% 17
2025
Q2 		$12M Buy
35,283
+277
+0.8% +$87K 0.54% 18
2025
Q1 		$10.7M Sell
35,006
-366
-1% -$118K 0.51% 18
2024
Q4 		$11.4M Sell
35,372
-208
-0.6% -$67.4K 0.52% 16
2024
Q3 		$11.2M Sell
35,580
-849
-2% -$257K 0.5% 16
2024
Q2 		$10.8M Sell
36,429
-32
-0.1% -$9.19K 0.51% 15
2024
Q1 		$10.5M Buy
36,461
+921
+3% +$252K 0.73% 14
2023
Q4 		$9.32M Buy
35,540
+1,285
+4% +$315K 0.74% 13
2023
Q3 		$8.05M Sell
34,255
-557
-2% -$136K 0.74% 11
2023
Q2 		$8.48M Sell
34,812
-64
-0.2% -$14.7K 0.96% 11
2023
Q1 		$7.86M Buy
34,876
+5,434
+18% +$1.2M 1.4% 11
2022
Q4 		$6.2M Sell
29,442
-1,778
-6% -$376K 0.82% 12
2022
Q3 		$6.16M Sell
31,220
-190
-0.6% -$41.7K 0.75% 12
2022
Q2 		$6.53M Sell
31,410
-386
-1% -$87.2K 0.78% 9
2022
Q1 		$7.95M Sell
31,796
-424
-1% -$105K 0.97% 7
2021
Q4 		$8.52M Buy
+32,220
New +$8.29M 1.74% 5

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

Advance Capital Management's IWB Position: Q2 2026 in Review

Advance Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 0.06% in Q2 2026, buying an estimated $8.72K and bringing the position to 34,538 shares worth $14.1M. The position accounts for 0.46% of the portfolio, ranked #17.

Advance Capital Management first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Advance Capital Management held 34,538 shares of iShares Russell 1000 ETF worth $14.1M as of Q2 2026.
  • Advance Capital Management bought 22 iShares Russell 1000 ETF shares in Q2 2026, an estimated $8.72K.
  • iShares Russell 1000 ETF made up 0.46% of Advance Capital Management's portfolio in Q2 2026, its #17 holding.
  • Advance Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.