AlphaCore Capital’s iShares Russell 1000 ETF IWB Stock Holding History

AlphaCore Capital’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	$5.67M	Buy	13,855 +10,399	+301%	+$4.12M	0.1%	171
2026 Q1	$1.23M	Buy	3,456 +143	+4%	+$53.3K	0.03%	334
2025 Q4	$1.24M	Sell	3,313 -15	-0.5%	-$5.56K	0.03%	361
2025 Q3	$1.22M	Sell	3,328 -14	-0.4%	-$4.93K	0.04%	264
2025 Q2	$1.13M	Buy	3,342 +1,649	+97%	+$518K	0.04%	236
2025 Q1	$519K	Buy	+1,693	New	+$547K	0.04%	264
2024 Q1	–	Sell	-1,537	Closed	-$403K	–	269
2023 Q4	$403K	Buy	1,537 +331	+27%	+$81K	0.06%	160
2023 Q3	$284K	Buy	1,206 +22	+2%	+$5.39K	0.04%	189
2023 Q2	$289K	Sell	1,184 -172	-13%	-$39.6K	0.05%	176
2023 Q1	$305K	Buy	1,356 +409	+43%	+$90K	0.08%	107
2022 Q4	$199K	Sell	947 -97	-9%	-$20.5K	0.08%	79
2022 Q3	$206K	Hold	1,044	–	–	0.09%	63
2022 Q2	$217K	Hold	1,044	–	–	0.1%	65
2022 Q1	$261K	Hold	1,044	–	–	0.1%	61
2021 Q4	$276K	Hold	1,044	–	–	0.12%	40
2021 Q3	$252K	Hold	1,044	–	–	0.13%	46
2021 Q2	$253K	Hold	1,044	–	–	0.14%	35
2021 Q1	$234K	Sell	1,044 -127	-11%	-$27.8K	0.16%	27
2020 Q4	$248K	Sell	1,171 -3	-0.3%	-$599	0.18%	23
2020 Q3	$220K	Sell	1,174 -57	-5%	-$10.5K	0.2%	24
2020 Q2	$211K	Sell	1,231 -232	-16%	-$37.5K	0.21%	24
2020 Q1	$207K	Sell	1,463 -475	-25%	-$80.3K	0.16%	51
2019 Q4	$346K	Buy	+1,938	New	+$331K	0.21%	50

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

AlphaCore Capital's IWB Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Russell 1000 ETF (IWB) stake by 301% in Q2 2026, buying an estimated $4.12M and bringing the position to 13,855 shares worth $5.67M. The position accounts for 0.1% of the portfolio, ranked #171.

AlphaCore Capital first reported a position in IWB in Q4 2019 and has held it in 23 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

AlphaCore Capital held 13,855 shares of iShares Russell 1000 ETF worth $5.67M as of Q2 2026.
AlphaCore Capital bought 10,399 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.12M.
iShares Russell 1000 ETF made up 0.1% of AlphaCore Capital's portfolio in Q2 2026, its #171 holding.
AlphaCore Capital first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 23 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.