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

Capital Advisors 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
2026
Q3 		$562K Buy
1,351
+3
+0.2% +$1.25K 0.06% 136
2026
Q2 		$552K Buy
1,348
+75
+6% +$29.7K 0.06% 138
2026
Q1 		$454K Buy
1,273
+65
+5% +$24.2K 0.06% 138
2025
Q4 		$451K Buy
1,208
+54
+5% +$20K 0.06% 134
2025
Q3 		$422K Sell
1,154
-160
-12% -$56.4K 0.06% 133
2025
Q2 		$446K Buy
1,314
+13
+1% +$4.08K 0.07% 121
2025
Q1 		$399K Buy
1,301
+163
+14% +$52.7K 0.07% 121
2024
Q4 		$367K Buy
1,138
+20
+2% +$6.48K 0.07% 117
2024
Q3 		$352K Buy
1,118
+66
+6% +$20K 0.06% 116
2024
Q2 		$313K Sell
1,052
-989
-48% -$284K 0.06% 119
2024
Q1 		$588K Buy
2,041
+36
+2% +$9.87K 0.12% 78
2023
Q4 		$526K Buy
2,005
+103
+5% +$25.2K 0.12% 80
2023
Q3 		$447K Buy
+1,902
New +$466K 0.12% 82

Other funds holding IWB

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Capital Advisors Wealth Management's IWB Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.22% in Q3 2026, buying an estimated $1.25K and bringing the position to 1,351 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #136.

Capital Advisors Wealth Management first reported a position in IWB in Q3 2023 and has held it in 13 quarters since. The position peaked at $588K in Q1 2024. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Capital Advisors Wealth Management held 1,351 shares of iShares Russell 1000 ETF worth $562K as of Q3 2026.
  • Capital Advisors Wealth Management bought 3 iShares Russell 1000 ETF shares in Q3 2026, an estimated $1.25K.
  • iShares Russell 1000 ETF made up 0.06% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Capital Advisors Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 13 quarters since.
  • Capital Advisors Wealth Management's iShares Russell 1000 ETF position peaked at $588K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.