Alpha Cubed Investments’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.36M | Sell |
6,324
-212
| -3% | -$78.5K | 0.08% | 82 |
|
|
2025
Q3 | $2.39M | Sell |
6,536
-400
| -6% | -$141K | 0.08% | 87 |
|
|
2025
Q2 | $2.36M | Buy |
6,936
+54
| +0.8% | +$17K | 0.09% | 87 |
|
|
2025
Q1 | $2.11M | Sell |
6,882
-432
| -6% | -$140K | 0.09% | 87 |
|
|
2024
Q4 | $2.36M | Buy |
7,314
+98
| +1% | +$31.7K | 0.11% | 82 |
|
|
2024
Q3 | $2.27M | Sell |
7,216
-3,018
| -29% | -$914K | 0.1% | 85 |
|
|
2024
Q2 | $3.05M | Sell |
10,234
-490
| -5% | -$141K | 0.15% | 72 |
|
|
2024
Q1 | $3.09M | Buy |
10,724
+730
| +7% | +$200K | 0.16% | 75 |
|
|
2023
Q4 | $2.62M | Sell |
9,994
-610
| -6% | -$149K | 0.15% | 86 |
|
|
2023
Q3 | $2.49M | Sell |
10,604
-144
| -1% | -$35.3K | 0.17% | 75 |
|
|
2023
Q2 | $2.62M | Sell |
10,748
-34
| -0.3% | -$7.83K | 0.18% | 75 |
|
|
2023
Q1 | $2.43M | Sell |
10,782
-659
| -6% | -$145K | 0.18% | 77 |
|
|
2022
Q4 | $2.41M | Sell |
11,441
-138
| -1% | -$29.2K | 0.18% | 76 |
|
|
2022
Q3 | $2.29M | Sell |
11,579
-140
| -1% | -$30.7K | 0.18% | 82 |
|
|
2022
Q2 | $2.44M | Sell |
11,719
-736
| -6% | -$166K | 0.18% | 83 |
|
|
2022
Q1 | $3.12M | Sell |
12,455
-320
| -3% | -$79K | 0.2% | 74 |
|
|
2021
Q4 | $3.38M | Sell |
12,775
-462
| -3% | -$119K | 0.22% | 77 |
|
|
2021
Q3 | $3.2M | Sell |
13,237
-155
| -1% | -$38.5K | 0.24% | 75 |
|
|
2021
Q2 | $3.24M | Sell |
13,392
-696
| -5% | -$164K | 0.23% | 76 |
|
|
2021
Q1 | $3.15M | Sell |
14,088
-999
| -7% | -$219K | 0.25% | 78 |
|
|
2020
Q4 | $3.2M | Buy |
15,087
+2,102
| +16% | +$420K | 0.27% | 72 |
|
|
2020
Q3 | $2.43M | Sell |
12,985
-863
| -6% | -$159K | 0.23% | 74 |
|
|
2020
Q2 | $2.38M | Sell |
13,848
-2,746
| -17% | -$444K | 0.26% | 68 |
|
|
2020
Q1 | $2.35M | Sell |
16,594
-16,635
| -50% | -$2.81M | 0.28% | 65 |
|
|
2019
Q4 | $5.93M | Sell |
33,229
-464
| -1% | -$79.2K | 0.61% | 47 |
|
|
2019
Q3 | $5.54M | Sell |
33,693
-10
| -0% | -$1.64K | 0.65% | 41 |
|
|
2019
Q2 | $5.49M | Sell |
33,703
-213
| -0.6% | -$34.1K | 0.64% | 48 |
|
|
2019
Q1 | $5.33M | Buy |
33,916
+12,808
| +61% | +$1.94M | 0.65% | 47 |
|
|
2018
Q4 | $2.93M | Buy |
21,108
+1,908
| +10% | +$285K | 0.44% | 54 |
|
|
2018
Q3 | $2.94M | Buy |
19,200
+198
| +1% | +$31.4K | 0.34% | 62 |
|
|
2018
Q2 | $2.89M | Buy |
19,002
+2,921
| +18% | +$440K | 0.37% | 59 |
|
|
2018
Q1 | $2.36M | Buy |
16,081
+1,476
| +10% | +$224K | 0.31% | 65 |
|
|
2017
Q4 | $2.17M | Buy |
14,605
+5,634
| +63% | +$816K | 0.28% | 64 |
|
|
2017
Q3 | $1.25M | Buy |
8,971
+1,295
| +17% | +$178K | 0.19% | 79 |
|
|
2017
Q2 | $1.04M | Sell |
7,676
-932
| -11% | -$124K | 0.18% | 78 |
|
|
2017
Q1 | $1.13M | Sell |
8,608
-3,365
| -28% | -$436K | 0.23% | 64 |
|
|
2016
Q4 | $1.49M | Buy |
11,973
+48
| +0.4% | +$5.84K | 0.36% | 55 |
|
|
2016
Q3 | $1.44M | Buy |
11,925
+9,193
| +336% | +$1.1M | 0.39% | 52 |
|
|
2016
Q2 | $319K | Buy |
+2,732
| New | +$315K | 0.11% | 107 |
|
Other funds holding IWB
Alpha Cubed Investments's IWB Position: Q4 2025 in Review
Alpha Cubed Investments reduced its iShares Russell 1000 ETF (IWB) stake by 3.2% in Q4 2025, selling an estimated $78.5K and leaving 6,324 shares worth $2.36M. The position accounts for 0.08% of the portfolio, ranked #82.
Alpha Cubed Investments first reported a position in IWB in Q2 2016 and has held it in 39 quarters since. The position peaked at $5.93M in Q4 2019. 1,497 funds tracked by Wall St. Rank hold IWB as of Q4 2025.
- Alpha Cubed Investments held 6,324 shares of iShares Russell 1000 ETF worth $2.36M as of Q4 2025.
- Alpha Cubed Investments sold 212 iShares Russell 1000 ETF shares in Q4 2025, an estimated $78.5K.
- iShares Russell 1000 ETF made up 0.08% of Alpha Cubed Investments's portfolio in Q4 2025, its #82 holding.
- Alpha Cubed Investments first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 39 quarters since.
- Alpha Cubed Investments's iShares Russell 1000 ETF position peaked at $5.93M in Q4 2019.
- 1,497 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.
Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.