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

Alcosta 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	$560K	Sell	1,368 -440	-24%	-$174K	0.38%	22
2026 Q1	$645K	Hold	1,808	–	–	0.49%	22
2025 Q4	$675K	Sell	1,808 -9	-0.5%	-$3.33K	0.42%	24
2025 Q3	$664K	Hold	1,817	–	–	0.36%	24
2025 Q2	$617K	Sell	1,817 -35	-2%	-$11K	0.34%	25
2025 Q1	$568K	Sell	1,852 -439	-19%	-$142K	0.38%	25
2024 Q4	$738K	Sell	2,291 -1,472	-39%	-$477K	0.43%	25
2024 Q3	$1.18M	Sell	3,763 -231	-6%	-$70K	0.71%	27
2024 Q2	$1.19M	Hold	3,994	–	–	0.73%	27
2024 Q1	$1.15M	Buy	3,994 +35	+0.9%	+$9.59K	0.77%	27
2023 Q4	$1.04M	Sell	3,959 -13	-0.3%	-$3.18K	0.75%	29
2023 Q3	$933K	Hold	3,972	–	–	0.78%	30
2023 Q2	$968K	Sell	3,972 -37	-0.9%	-$8.52K	0.78%	31
2023 Q1	$903K	Sell	4,009 -16	-0.4%	-$3.52K	0.86%	29
2022 Q4	$847K	Sell	4,025 -33	-0.8%	-$6.99K	0.85%	29
2022 Q3	$801K	Hold	4,058	–	–	0.79%	28
2022 Q2	$843K	Sell	4,058 -17	-0.4%	-$3.84K	0.8%	26
2022 Q1	$1.02M	Sell	4,075 -464	-10%	-$115K	0.73%	27
2021 Q4	$1.2M	Sell	4,539 -111	-2%	-$28.6K	0.72%	27
2021 Q3	$1.12M	Hold	4,650	–	–	0.69%	28
2021 Q2	$1.13M	Sell	4,650 -2,619	-36%	-$617K	0.69%	28
2021 Q1	$1.63M	Buy	7,269 +223	+3%	+$48.8K	1.18%	29
2020 Q4	$1.49M	Buy	+7,046	New	+$1.41M	1.1%	29

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Alcosta Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 24% in Q2 2026, selling an estimated $174K and leaving 1,368 shares worth $560K. The position accounts for 0.38% of the portfolio, ranked #22.

Alcosta Capital Management first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.63M in Q1 2021. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Alcosta Capital Management held 1,368 shares of iShares Russell 1000 ETF worth $560K as of Q2 2026.
Alcosta Capital Management sold 440 iShares Russell 1000 ETF shares in Q2 2026, an estimated $174K.
iShares Russell 1000 ETF made up 0.38% of Alcosta Capital Management's portfolio in Q2 2026, its #22 holding.
Alcosta Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
Alcosta Capital Management's iShares Russell 1000 ETF position peaked at $1.63M in Q1 2021.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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