CAI
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Capital Advisors Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Capital Advisors Inc’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 		$419K Sell
1,024
-83
-7% -$32.9K 0.01% 260
2026
Q1 		$395K Buy
1,107
+218
+25% +$81.2K 0.01% 256
2025
Q4 		$332K Buy
889
+1
+0.1% +$370 0.01% 257
2025
Q3 		$324K Sell
888
-122
-12% -$43K 0.01% 247
2025
Q2 		$343K Buy
1,010
+60
+6% +$18.8K 0.01% 241
2025
Q1 		$291K Sell
950
-60
-6% -$19.4K 0.01% 253
2024
Q4 		$325K Buy
1,010
+96
+11% +$31.1K 0.01% 239
2024
Q3 		$287K Buy
914
+62
+7% +$18.8K 0.01% 251
2024
Q2 		$253K Hold
852
– – 0.01% 272
2024
Q1 		$245K Hold
852
– – 0.01% 268
2023
Q4 		$223K Sell
852
-90
-10% -$22K 0.01% 272
2023
Q3 		$221K Buy
+942
New +$231K 0.01% 238
2022
Q2 		– Sell
-2,450
Closed -$613K – 248
2022
Q1 		$613K Hold
2,450
– – 0.02% 158
2021
Q4 		$648K Hold
2,450
– – 0.02% 152
2021
Q3 		$592K Hold
2,450
– – 0.02% 150
2021
Q2 		$593K Hold
2,450
– – 0.02% 154
2021
Q1 		$548K Hold
2,450
– – 0.02% 150
2020
Q4 		$519K Hold
2,450
– – 0.02% 136
2020
Q3 		$458K Hold
2,450
– – 0.02% 134
2020
Q2 		$457K Sell
2,450
-110
-4% -$17.8K 0.02% 132
2020
Q1 		$362K Hold
2,560
– – 0.02% 124
2019
Q4 		$457K Buy
2,560
+242
+10% +$41.3K 0.02% 136
2019
Q3 		$377K Hold
2,318
– – 0.02% 142
2019
Q2 		$377K Buy
+2,318
New +$371K 0.02% 142
2019
Q1 		– Sell
-2,660
Closed -$369K – 156
2018
Q4 		$369K Buy
2,660
+342
+15% +$51.2K 0.02% 143
2018
Q3 		$375K Hold
2,318
– – 0.02% 143
2018
Q2 		$352K Hold
2,318
– – 0.02% 146
2018
Q1 		$340K Hold
2,318
– – 0.02% 153
2017
Q4 		$344K Hold
2,318
– – 0.02% 160
2017
Q3 		$324K Sell
2,318
-78
-3% -$10.7K 0.02% 150
2017
Q2 		$324K Sell
2,396
-755
-24% -$101K 0.02% 151
2017
Q1 		$414K Hold
3,151
– – 0.03% 143
2016
Q4 		$392K Buy
+3,151
New +$383K 0.03% 139

Other funds holding IWB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Capital Advisors Inc's IWB Position: Q2 2026 in Review

Capital Advisors Inc reduced its iShares Russell 1000 ETF (IWB) stake by 7.5% in Q2 2026, selling an estimated $32.9K and leaving 1,024 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #260.

Capital Advisors Inc first reported a position in IWB in Q4 2016 and has held it in 33 quarters since. The position peaked at $648K in Q4 2021. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Capital Advisors Inc held 1,024 shares of iShares Russell 1000 ETF worth $419K as of Q2 2026.
  • Capital Advisors Inc sold 83 iShares Russell 1000 ETF shares in Q2 2026, an estimated $32.9K.
  • iShares Russell 1000 ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #260 holding.
  • Capital Advisors Inc first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 33 quarters since.
  • Capital Advisors Inc's iShares Russell 1000 ETF position peaked at $648K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.