ACA
IWB icon

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

Aptus 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
Q2 		$11.4M Buy
27,922
+1,068
+4% +$423K 0.08% 211
2026
Q1 		$9.57M Sell
26,854
-1,219
-4% -$454K 0.08% 225
2025
Q4 		$10.5M Buy
28,073
+47
+0.2% +$17.4K 0.08% 205
2025
Q3 		$10.2M Buy
28,026
+81
+0.3% +$28.5K 0.07% 204
2025
Q2 		$9.49M Sell
27,945
-61
-0.2% -$19.1K 0.08% 197
2025
Q1 		$8.59M Sell
28,006
-2,221
-7% -$718K 0.09% 193
2024
Q4 		$9.74M Buy
30,227
+175
+0.6% +$56.7K 0.1% 168
2024
Q3 		$9.45M Sell
30,052
-13
-0% -$3.94K 0.14% 142
2024
Q2 		$8.95M Sell
30,065
-901
-3% -$259K 0.16% 125
2024
Q1 		$8.92M Buy
30,966
+30,170
+3,790% +$8.27M 0.17% 118
2023
Q4 		$209K Buy
796
+6
+0.8% +$1.47K 0.01% 547
2023
Q3 		$186K Hold
790
– – 0.01% 576
2023
Q2 		$193K Buy
790
+2
+0.3% +$461 ﹤0.01% 488
2023
Q1 		$177K Buy
788
+3
+0.4% +$660 ﹤0.01% 478
2022
Q4 		$165K Sell
785
-103
-12% -$21.8K 0.01% 494
2022
Q3 		$175K Buy
888
+13
+1% +$2.85K ﹤0.01% 453
2022
Q2 		$182K Buy
875
+100
+13% +$22.6K ﹤0.01% 384
2022
Q1 		$194K Hold
775
– – ﹤0.01% 426
2021
Q4 		$205K Hold
775
– – 0.01% 359
2021
Q3 		$187K Hold
775
– – ﹤0.01% 354
2021
Q2 		$188K Hold
775
– – 0.01% 363
2021
Q1 		$174K Buy
775
+2
+0.3% +$438 0.01% 342
2020
Q4 		$163K Sell
773
-13,078
-94% -$2.61M 0.01% 314
2020
Q3 		$2.59M Sell
13,851
-930
-6% -$172K 0.14% 95
2020
Q2 		$2.54M Buy
14,781
+985
+7% +$159K 0.16% 91
2020
Q1 		$1.95M Buy
13,796
+6,949
+101% +$1.17M 0.17% 105
2019
Q4 		$1.22M Sell
6,847
-735
-10% -$125K 0.09% 166
2019
Q3 		$1.25M Sell
7,582
-327
-4% -$53.7K 0.07% 173
2019
Q2 		$1.29M Buy
+7,909
New +$1.27M 0.18% 113

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aptus Capital Advisors's IWB Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Russell 1000 ETF (IWB) stake by 4% in Q2 2026, buying an estimated $423K and bringing the position to 27,922 shares worth $11.4M. The position accounts for 0.08% of the portfolio, ranked #211.

Aptus Capital Advisors first reported a position in IWB in Q2 2019 and has held it in 29 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Aptus Capital Advisors held 27,922 shares of iShares Russell 1000 ETF worth $11.4M as of Q2 2026.
  • Aptus Capital Advisors bought 1,068 iShares Russell 1000 ETF shares in Q2 2026, an estimated $423K.
  • iShares Russell 1000 ETF made up 0.08% of Aptus Capital Advisors's portfolio in Q2 2026, its #211 holding.
  • Aptus Capital Advisors first reported a position in iShares Russell 1000 ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.