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

Capital Advisors Ltd’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 		$1.22M Sell
2,987
-7
-0.2% -$2.77K 0.12% 112
2026
Q1 		$1.07M Buy
2,994
+86
+3% +$32K 0.12% 115
2025
Q4 		$1.09M Buy
2,908
+2
+0.1% +$741 0.12% 110
2025
Q3 		$1.06M Buy
2,906
+11
+0.4% +$3.87K 0.12% 104
2025
Q2 		$983K Hold
2,895
– – 0.12% 99
2025
Q1 		$888K Buy
2,895
+1
+0% +$323 0.12% 106
2024
Q4 		$932K Hold
2,894
– – 0.12% 104
2024
Q3 		$910K Buy
2,894
+1
+0% +$303 0.11% 110
2024
Q2 		$861K Hold
2,893
– – 0.11% 110
2024
Q1 		$833K Buy
2,893
+185
+7% +$50.7K 0.11% 116
2023
Q4 		$710K Buy
2,708
+1
+0% +$245 0.1% 115
2023
Q3 		$636K Buy
2,707
+1
+0% +$245 0.1% 124
2023
Q2 		$660K Hold
2,706
– – 0.1% 121
2023
Q1 		$609K Buy
2,706
+67
+3% +$14.7K 0.1% 117
2022
Q4 		$555K Buy
2,639
+1
+0% +$212 0.1% 124
2022
Q3 		$521K Hold
2,638
– – 0.1% 121
2022
Q2 		$548K Sell
2,638
-84
-3% -$19K 0.1% 118
2022
Q1 		$681K Buy
2,722
+165
+6% +$40.7K 0.11% 108
2021
Q4 		$676K Buy
2,557
+1
+0% +$257 0.11% 100
2021
Q3 		$618K Buy
2,556
+42
+2% +$10.4K 0.11% 99
2021
Q2 		$609K Buy
2,514
+16
+0.6% +$3.77K 0.11% 96
2021
Q1 		$559K Buy
2,498
+1
+0% +$219 0.1% 98
2020
Q4 		$529K Buy
2,497
+1
+0% +$200 0.12% 96
2020
Q3 		$467K Buy
2,496
+1
+0% +$185 0.12% 100
2020
Q2 		$428K Sell
2,495
-417
-14% -$67.5K 0.11% 104
2020
Q1 		$372K Buy
2,912
+457
+19% +$77.3K 0.12% 100
2019
Q4 		$438K Sell
2,455
-61,112
-96% -$10.4M 0.11% 92
2019
Q3 		$4.32M Buy
63,567
+61,114
+2,491% +$10M 1.19% 22
2019
Q2 		$399K Buy
2,453
+45
+2% +$7.21K 0.11% 96
2019
Q1 		$379K Buy
2,408
+1
+0% +$151 0.1% 105
2018
Q4 		$334K Buy
2,407
+2
+0.1% +$299 0.1% 113
2018
Q3 		$389K Buy
2,405
+1
+0% +$159 0.11% 103
2018
Q2 		$365K Hold
2,404
– – 0.11% 95
2018
Q1 		$353K Sell
2,404
-255
-10% -$38.7K 0.11% 96
2017
Q4 		$395K Buy
2,659
+66
+3% +$9.56K 0.13% 85
2017
Q3 		$363K Sell
2,593
-73
-3% -$10K 0.13% 87
2017
Q2 		$361K Hold
2,666
– – 0.13% 87
2017
Q1 		$350K Hold
2,666
– – 0.13% 85
2016
Q4 		$332K Hold
2,666
– – 0.14% 86
2016
Q3 		$321K Hold
2,666
– – 0.14% 85
2016
Q2 		$312K Hold
2,666
– – 0.15% 85
2016
Q1 		$304K Hold
2,666
– – 0.15% 81
2015
Q4 		$302K Hold
2,666
– – 0.16% 79
2015
Q3 		$285K Sell
2,666
-120
-4% -$13.6K 0.16% 80
2015
Q2 		$323K Sell
2,786
-299
-10% -$35.3K 0.17% 78
2015
Q1 		$357K Buy
3,085
+387
+14% +$44.7K 0.19% 69
2014
Q4 		$309K Buy
2,698
+306
+13% +$34.3K 0.17% 73
2014
Q3 		$262K Buy
2,392
+90
+4% +$9.95K 0.15% 76
2014
Q2 		$253K Hold
2,302
– – 0.14% 79
2014
Q1 		$241K Buy
2,302
+1
+0% +$103 0.14% 80
2013
Q4 		$237K Buy
+2,301
New +$228K 0.16% 77

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital Advisors Ltd reduced its iShares Russell 1000 ETF (IWB) stake by 0.23% in Q2 2026, selling an estimated $2.77K and leaving 2,987 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #112.

Capital Advisors Ltd first reported a position in IWB in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.32M in Q3 2019. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Capital Advisors Ltd held 2,987 shares of iShares Russell 1000 ETF worth $1.22M as of Q2 2026.
  • Capital Advisors Ltd sold 7 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.77K.
  • iShares Russell 1000 ETF made up 0.12% of Capital Advisors Ltd's portfolio in Q2 2026, its #112 holding.
  • Capital Advisors Ltd first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's iShares Russell 1000 ETF position peaked at $4.32M in Q3 2019.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.