Brinker Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.43M | Sell |
8,388
-10,152
| -55% | -$4.02M | 0.03% | 532 |
|
|
2026
Q1 | $6.61M | Sell |
18,540
-9,156
| -33% | -$3.41M | 0.06% | 303 |
|
|
2025
Q4 | $10.3M | Sell |
27,696
-24,320
| -47% | -$9.01M | 0.08% | 240 |
|
|
2025
Q3 | $19M | Buy |
52,016
+126
| +0.2% | +$44.4K | 0.15% | 121 |
|
|
2025
Q2 | $17.6M | Buy |
51,890
+2,081
| +4% | +$653K | 0.15% | 119 |
|
|
2025
Q1 | $15.3M | Sell |
49,809
-17,881
| -26% | -$5.78M | 0.15% | 125 |
|
|
2024
Q4 | $21.8M | Buy |
67,690
+14,657
| +28% | +$4.75M | 0.22% | 88 |
|
|
2024
Q3 | $16.7M | Buy |
53,033
+3,749
| +8% | +$1.14M | 0.17% | 119 |
|
|
2024
Q2 | $14.7M | Buy |
49,284
+561
| +1% | +$161K | 0.15% | 125 |
|
|
2024
Q1 | $14M | Sell |
48,723
-36,892
| -43% | -$10.1M | 0.15% | 138 |
|
|
2023
Q4 | $22.4M | Buy |
85,615
+39,380
| +85% | +$9.64M | 0.26% | 79 |
|
|
2023
Q3 | $10.9M | Sell |
46,235
-443
| -0.9% | -$108K | 0.13% | 156 |
|
|
2023
Q2 | $18.1M | Buy |
46,678
+156
| +0.3% | +$35.9K | 0.19% | 99 |
|
|
2023
Q1 | $10.5M | Sell |
46,522
-5,634
| -11% | -$1.24M | 0.13% | 146 |
|
|
2022
Q4 | $11M | Buy |
52,156
+7,529
| +17% | +$1.59M | 0.22% | 102 |
|
|
2022
Q3 | $8.81M | Sell |
44,627
-2,353
| -5% | -$516K | 0.18% | 112 |
|
|
2022
Q2 | $9.76M | Buy |
46,980
+1,580
| +3% | +$357K | 0.18% | 115 |
|
|
2022
Q1 | $11.4M | Sell |
45,400
-191
| -0.4% | -$47.2K | 0.17% | 126 |
|
|
2021
Q4 | $12.1M | Sell |
45,591
-4,592
| -9% | -$1.18M | 0.18% | 124 |
|
|
2021
Q3 | $12.1M | Hold |
50,183
| – | – | 0.19% | 107 |
|
|
2021
Q2 | $12.1M | Sell |
50,183
-193
| -0.4% | -$45.5K | 0.16% | 139 |
|
|
2021
Q1 | $11.3M | Buy |
+50,376
| New | +$11M | 0.17% | 140 |
|
|
2020
Q4 | – | Sell |
-107,562
| Closed | -$20.1M | – | 1106 |
|
|
2020
Q3 | $20.1M | Buy |
+107,562
| New | +$19.9M | 0.34% | 62 |
|
|
2020
Q1 | – | Sell |
-561
| Closed | -$100K | – | 524 |
|
|
2019
Q4 | $100K | Hold |
561
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $92K | Hold |
561
| – | – | ﹤0.01% | 376 |
|
|
2019
Q2 | $91K | Hold |
561
| – | – | ﹤0.01% | 502 |
|
|
2019
Q1 | $88K | Hold |
561
| – | – | ﹤0.01% | 398 |
|
|
2018
Q4 | $78K | Hold |
561
| – | – | ﹤0.01% | 359 |
|
|
2018
Q3 | $91K | Hold |
561
| – | – | ﹤0.01% | 329 |
|
|
2018
Q2 | $85K | Sell |
561
-137
| -20% | -$20.6K | ﹤0.01% | 337 |
|
|
2018
Q1 | $103K | Buy |
698
+137
| +24% | +$20.8K | ﹤0.01% | 314 |
|
|
2017
Q4 | $83K | Hold |
561
| – | – | ﹤0.01% | 332 |
|
|
2017
Q3 | $78K | Buy |
+561
| New | +$77K | ﹤0.01% | 322 |
|
|
2016
Q4 | – | Sell |
-221
| Closed | -$27K | – | 564 |
|
|
2016
Q3 | $27K | Hold |
221
| – | – | ﹤0.01% | 321 |
|
|
2016
Q2 | $26K | Hold |
221
| – | – | ﹤0.01% | 313 |
|
|
2016
Q1 | $25K | Hold |
221
| – | – | ﹤0.01% | 318 |
|
|
2015
Q4 | $25K | Buy |
+221
| New | +$25.3K | ﹤0.01% | 354 |
|
Other funds holding IWB
Brinker Capital Investments's IWB Position: Q2 2026 in Review
Brinker Capital Investments reduced its iShares Russell 1000 ETF (IWB) stake by 55% in Q2 2026, selling an estimated $4.02M and leaving 8,388 shares worth $3.43M. The position accounts for 0.03% of the portfolio, ranked #532.
Brinker Capital Investments first reported a position in IWB in Q4 2015 and has held it in 37 quarters since. The position peaked at $22.4M in Q4 2023. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Brinker Capital Investments held 8,388 shares of iShares Russell 1000 ETF worth $3.43M as of Q2 2026.
- Brinker Capital Investments sold 10,152 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.02M.
- iShares Russell 1000 ETF made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #532 holding.
- Brinker Capital Investments first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 37 quarters since.
- Brinker Capital Investments's iShares Russell 1000 ETF position peaked at $22.4M in Q4 2023.
- 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.