Calamos Advisors
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Calamos Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Calamos 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
Q1 		$4.57M Buy
12,816
+12,165
+1,869% +$4.53M 0.02% 573
2025
Q4 		$243K Sell
651
-205
-24% -$75.9K ﹤0.01% 833
2025
Q3 		$313K Buy
856
+115
+16% +$40.5K ﹤0.01% 809
2025
Q2 		$252K Buy
741
+35
+5% +$11K ﹤0.01% 806
2025
Q1 		$217K Buy
706
+81
+13% +$26.2K ﹤0.01% 796
2024
Q4 		$201K Sell
625
-42
-6% -$13.6K ﹤0.01% 796
2024
Q3 		$210K Sell
667
-121
-15% -$36.6K ﹤0.01% 788
2024
Q2 		$234K Sell
788
-126
-14% -$36.2K ﹤0.01% 774
2024
Q1 		$263K Buy
+914
New +$251K ﹤0.01% 743
2023
Q1 		– Sell
-6,641
Closed -$1.4M – 1174
2022
Q4 		$1.4M Buy
+6,641
New +$1.41M 0.01% 831
2022
Q3 		– Sell
-1,325
Closed -$275K – 1307
2022
Q2 		$275K Buy
1,325
+19
+1% +$4.29K ﹤0.01% 1102
2022
Q1 		$327K Sell
1,306
-7,136
-85% -$1.76M ﹤0.01% 1103
2021
Q4 		$2.23M Buy
8,442
+7,503
+799% +$1.93M 0.01% 881
2021
Q3 		$227K Buy
939
+2
+0.2% +$497 ﹤0.01% 943
2021
Q2 		$227K Sell
937
-75
-7% -$17.7K ﹤0.01% 916
2021
Q1 		$227K Sell
1,012
-2,624
-72% -$575K ﹤0.01% 872
2020
Q4 		$770K Buy
3,636
+2,536
+231% +$506K ﹤0.01% 699
2020
Q3 		$206K Buy
+1,100
New +$203K ﹤0.01% 692
2020
Q1 		– Sell
-10,118
Closed -$1.8M – 745
2019
Q4 		$1.8M Buy
10,118
+8,212
+431% +$1.4M 0.01% 618
2019
Q3 		$314K Buy
+1,906
New +$313K ﹤0.01% 726
2019
Q1 		– Sell
-4,320
Closed -$599K – 681
2018
Q4 		$599K Buy
+4,320
New +$646K ﹤0.01% 569

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Calamos Advisors's IWB Position: Q1 2026 in Review

Calamos Advisors increased its iShares Russell 1000 ETF (IWB) stake by 1,869% in Q1 2026, buying an estimated $4.53M and bringing the position to 12,816 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #573.

Calamos Advisors first reported a position in IWB in Q4 2018 and has held it in 21 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Calamos Advisors held 12,816 shares of iShares Russell 1000 ETF worth $4.57M as of Q1 2026.
  • Calamos Advisors bought 12,165 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.53M.
  • iShares Russell 1000 ETF made up 0.02% of Calamos Advisors's portfolio in Q1 2026, its #573 holding.
  • Calamos Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 21 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.