Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Cambridge Investment Research 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 		$67M Sell
163,625
-4,887
-3% -$1.94M 0.15% 118
2026
Q1 		$60.1M Sell
168,512
-3,103
-2% -$1.16M 0.15% 119
2025
Q4 		$64.1M Sell
171,615
-3,385
-2% -$1.25M 0.17% 109
2025
Q3 		$64M Sell
175,000
-1,650
-0.9% -$581K 0.18% 106
2025
Q2 		$60M Buy
176,650
+3,294
+2% +$1.03M 0.18% 101
2025
Q1 		$53.2M Buy
173,356
+20,031
+13% +$6.48M 0.18% 107
2024
Q4 		$49.4M Buy
153,325
+5,550
+4% +$1.8M 0.17% 108
2024
Q3 		$46.5M Sell
147,775
-22,533
-13% -$6.82M 0.16% 123
2024
Q2 		$50.7M Buy
170,308
+10,491
+7% +$3.01M 0.19% 99
2024
Q1 		$46M Buy
159,817
+24,143
+18% +$6.62M 0.18% 105
2023
Q4 		$35.6M Buy
135,674
+8,438
+7% +$2.07M 0.15% 131
2023
Q3 		$29.9M Sell
127,236
-2,379
-2% -$582K 0.14% 139
2023
Q2 		$31.6M Sell
129,615
-9,948
-7% -$2.29M 0.14% 140
2023
Q1 		$31.4M Sell
139,563
-10,798
-7% -$2.38M 0.15% 132
2022
Q4 		$31.7M Buy
150,361
+14,087
+10% +$2.98M 0.16% 121
2022
Q3 		$26.9M Sell
136,274
-6,708
-5% -$1.47M 0.15% 133
2022
Q2 		$29.7M Buy
142,982
+7,300
+5% +$1.65M 0.16% 129
2022
Q1 		$33.9M Sell
135,682
-5,243
-4% -$1.29M 0.16% 124
2021
Q4 		$37.3M Sell
140,925
-3,843
-3% -$989K 0.17% 119
2021
Q3 		$35M Sell
144,768
-13,399
-8% -$3.33M 0.17% 111
2021
Q2 		$38.3M Buy
158,167
+32,956
+26% +$7.76M 0.18% 102
2021
Q1 		$28M Buy
125,211
+78,019
+165% +$17.1M 0.15% 138
2020
Q4 		$10M Sell
47,192
-1,561
-3% -$312K 0.06% 311
2020
Q3 		$9.12M Buy
48,753
+14,585
+43% +$2.69M 0.06% 292
2020
Q2 		$5.87M Sell
34,168
-4,386
-11% -$710K 0.04% 391
2020
Q1 		$5.46M Buy
38,554
+5,052
+15% +$854K 0.05% 342
2019
Q4 		$5.98M Buy
33,502
+4,695
+16% +$801K 0.05% 399
2019
Q3 		$4.74M Buy
28,807
+3,391
+13% +$557K 0.04% 430
2019
Q2 		$4.14M Buy
25,416
+2,452
+11% +$393K 0.04% 467
2019
Q1 		$3.61M Sell
22,964
-3,873
-14% -$586K 0.03% 489
2018
Q4 		$3.72M Sell
26,837
-3,969
-13% -$594K 0.04% 420
2018
Q3 		$4.98M Sell
30,806
-390
-1% -$61.9K 0.05% 376
2018
Q2 		$4.74M Buy
31,196
+587
+2% +$88.4K 0.05% 347
2018
Q1 		$4.5M Sell
30,609
-2,970
-9% -$451K 0.05% 351
2017
Q4 		$4.99M Buy
33,579
+3,298
+11% +$478K 0.06% 314
2017
Q3 		$4.24M Buy
30,281
+1,763
+6% +$242K 0.06% 312
2017
Q2 		$3.86M Buy
28,518
+2,214
+8% +$296K 0.06% 316
2017
Q1 		$3.45M Buy
26,304
+623
+2% +$80.7K 0.06% 305
2016
Q4 		$3.2M Buy
25,681
+1,358
+6% +$165K 0.06% 299
2016
Q3 		$2.93M Sell
24,323
-979
-4% -$118K 0.05% 311
2016
Q2 		$2.96M Sell
25,302
-2,437
-9% -$281K 0.06% 287
2016
Q1 		$3.16M Sell
27,739
-2,590
-9% -$280K 0.07% 263
2015
Q4 		$3.44M Buy
30,329
+4,402
+17% +$503K 0.08% 242
2015
Q3 		$2.78M Sell
25,927
-14,889
-36% -$1.69M 0.08% 240
2015
Q2 		$4.74M Sell
40,816
-3,684
-8% -$434K 0.13% 159
2015
Q1 		$5.16M Buy
44,500
+17,712
+66% +$2.05M 0.15% 144
2014
Q4 		$3.07M Buy
26,788
+3,349
+14% +$375K 0.1% 201
2014
Q3 		$2.58M Buy
23,439
+1,076
+5% +$119K 0.08% 257
2014
Q2 		$2.46M Sell
22,363
-51
-0.2% -$5.43K 0.09% 230
2014
Q1 		$2.35M Sell
22,414
-2,605
-10% -$268K 0.09% 220
2013
Q4 		$2.58M Buy
25,019
+10,240
+69% +$1.01M 0.11% 179
2013
Q3 		$1.39M Sell
14,779
-9,658
-40% -$903K 0.06% 286
2013
Q2 		$2.2M Buy
+24,437
New +$2.19M 0.11% 181

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cambridge Investment Research Advisors's IWB Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q2 2026, selling an estimated $1.94M and leaving 163,625 shares worth $67M. The position accounts for 0.15% of the portfolio, ranked #118.

Cambridge Investment Research Advisors first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 597 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Cambridge Investment Research Advisors held 163,625 shares of iShares Russell 1000 ETF worth $67M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 4,887 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.94M.
  • iShares Russell 1000 ETF made up 0.15% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #118 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 597 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.