Berkeley Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Berkeley Capital Partners’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 Q1	–	Sell	-600	Closed	-$224K	–	189
2025 Q4	$224K	Sell	600 -200	-25%	-$74.1K	0.05%	178
2025 Q3	$292K	Sell	800 -180	-18%	-$63.4K	0.07%	149
2025 Q2	$333K	Hold	980	–	–	0.08%	137
2025 Q1	$301K	Sell	980 -170	-15%	-$55K	0.08%	139
2024 Q4	$370K	Sell	1,150 -300	-21%	-$97.2K	0.1%	140
2024 Q3	$456K	Hold	1,450	–	–	0.13%	124
2024 Q2	$431K	Sell	1,450 -350	-19%	-$100K	0.13%	121
2024 Q1	$518K	Sell	1,800 -400	-18%	-$110K	0.16%	110
2023 Q4	$577K	Sell	2,200 -100	-4%	-$24.5K	0.19%	98
2023 Q3	$540K	Sell	2,300 -200	-8%	-$49K	0.2%	92
2023 Q2	$609K	Sell	2,500 -400	-14%	-$92.1K	0.22%	85
2023 Q1	$653K	Hold	2,900	–	–	0.24%	81
2022 Q4	$611K	Hold	2,900	–	–	0.24%	83
2022 Q3	$572K	Sell	2,900 -100	-3%	-$21.9K	0.25%	77
2022 Q2	$623K	Hold	3,000	–	–	0.26%	76
2022 Q1	$750K	Hold	3,000	–	–	0.3%	66
2021 Q4	$793K	Sell	3,000 -540	-15%	-$139K	0.33%	49
2021 Q3	$856K	Hold	3,540	–	–	0.39%	38
2021 Q2	$857K	Hold	3,540	–	–	0.38%	39
2021 Q1	$792K	Sell	3,540 -260	-7%	-$56.9K	0.38%	40
2020 Q4	$805K	Hold	3,800	–	–	0.41%	34
2020 Q3	$711K	Hold	3,800	–	–	0.43%	36
2020 Q2	$652K	Hold	3,800	–	–	0.4%	43
2020 Q1	$538K	Sell	3,800 -430	-10%	-$72.7K	0.37%	58
2019 Q4	$755K	Buy	4,230 +330	+8%	+$56.3K	0.39%	57
2019 Q3	$642K	Sell	3,900 -100	-3%	-$16.4K	0.34%	64
2019 Q2	$651K	Hold	4,000	–	–	0.3%	64
2019 Q1	$629K	Sell	4,000 -800	-17%	-$121K	0.31%	62
2018 Q4	$666K	Hold	4,800	–	–	0.37%	54
2018 Q3	$776K	Hold	4,800	–	–	0.44%	52
2018 Q2	$729K	Hold	4,800	–	–	0.43%	55
2018 Q1	$704K	Buy	+4,800	New	+$729K	0.41%	56

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Berkeley Capital Partners's IWB Position: Q1 2026 in Review

Berkeley Capital Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 600 shares — an estimated $224K sold.

Berkeley Capital Partners first reported a position in IWB in Q1 2018 and held it in 32 quarters. The position peaked at $857K in Q2 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Berkeley Capital Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Berkeley Capital Partners sold 600 iShares Russell 1000 ETF shares in Q1 2026, an estimated $224K.
Berkeley Capital Partners first reported a position in iShares Russell 1000 ETF in Q1 2018 and held it in 32 quarters.
Berkeley Capital Partners's iShares Russell 1000 ETF position peaked at $857K in Q2 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.