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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
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

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 Wealth Management's IWB Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 5.9% in Q2 2026, buying an estimated $29.7K and bringing the position to 1,348 shares worth $552K. The position accounts for 0.06% of the portfolio, ranked #138.

Capital Advisors Wealth Management first reported a position in IWB in Q3 2023 and has held it in 12 quarters since. The position peaked at $588K in Q1 2024. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Capital Advisors Wealth Management held 1,348 shares of iShares Russell 1000 ETF worth $552K as of Q2 2026.
  • Capital Advisors Wealth Management bought 75 iShares Russell 1000 ETF shares in Q2 2026, an estimated $29.7K.
  • iShares Russell 1000 ETF made up 0.06% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Capital Advisors Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 12 quarters since.
  • Capital Advisors Wealth Management's iShares Russell 1000 ETF position peaked at $588K in Q1 2024.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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