Capital Advisors Inc’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 | $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
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. 1,556 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.
- 1,556 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.