Capital A Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Capital A Wealth Management’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
2025 Q2	$23.1K	Buy	+88	New	+$27.6K	0.26%	130

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital A Wealth Management's IWB Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2025: 88 shares worth $23.1K. The stake represents 0.26% of the portfolio and ranks #130 among its holdings.

1,391 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Capital A Wealth Management held 88 shares of iShares Russell 1000 ETF worth $23.1K as of Q2 2025.
iShares Russell 1000 ETF was a new Capital A Wealth Management position in Q2 2025.
iShares Russell 1000 ETF made up 0.26% of Capital A Wealth Management's portfolio in Q2 2025, its #130 holding.
1,391 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.