Affinity Capital Advisors
IWB icon

Affinity Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Affinity Capital Advisors’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 		$210K Sell
493
-2
-0.4% -$831 0.02% 220
2026
Q2 		$204K Buy
+495
New +$196K 0.03% 199

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McKinley Carter Wealth Services
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Affinity Capital Advisors's IWB Position: Q3 2026 in Review

Affinity Capital Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.4% in Q3 2026, selling an estimated $831 and leaving 493 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #220.

Affinity Capital Advisors first reported a position in IWB in Q2 2026 and has held it in 2 quarters since. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Affinity Capital Advisors held 493 shares of iShares Russell 1000 ETF worth $210K as of Q3 2026.
  • Affinity Capital Advisors sold 2 iShares Russell 1000 ETF shares in Q3 2026, an estimated $831.
  • iShares Russell 1000 ETF made up 0.02% of Affinity Capital Advisors's portfolio in Q3 2026, its #220 holding.
  • Affinity Capital Advisors first reported a position in iShares Russell 1000 ETF in Q2 2026 and has held it in 2 quarters since.
  • 491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.