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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
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

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

Advance Capital Management's IWB Position: Q1 2026 in Review

Advance Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 1% in Q1 2026, selling an estimated $130K and leaving 34,516 shares worth $12.3M. The position accounts for 0.47% of the portfolio, ranked #17.

Advance Capital Management first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $13M in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Advance Capital Management held 34,516 shares of iShares Russell 1000 ETF worth $12.3M as of Q1 2026.
  • Advance Capital Management sold 348 iShares Russell 1000 ETF shares in Q1 2026, an estimated $130K.
  • iShares Russell 1000 ETF made up 0.47% of Advance Capital Management's portfolio in Q1 2026, its #17 holding.
  • Advance Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's iShares Russell 1000 ETF position peaked at $13M in Q4 2025.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.