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Capital Analysts LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Capital Analysts LLC’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 		$15K Sell
37
-104
-74% -$41.2K ﹤0.01% 1223
2026
Q1 		$50K Buy
+141
New +$52.5K ﹤0.01% 937
2024
Q3 		– Sell
-219
Closed -$65K – 1337
2024
Q2 		$65K Buy
219
+1
+0.5% +$287 ﹤0.01% 651
2024
Q1 		$63K Hold
218
– – ﹤0.01% 614
2023
Q4 		$57K Buy
218
+1
+0.5% +$245 ﹤0.01% 629
2023
Q3 		$51K Hold
217
– – ﹤0.01% 601
2023
Q2 		$53K Buy
217
+1
+0.5% +$230 ﹤0.01% 573
2023
Q1 		$49K Hold
216
– – ﹤0.01% 597
2022
Q4 		$45K Sell
216
-117
-35% -$24.8K ﹤0.01% 641
2022
Q3 		$66K Buy
333
+119
+56% +$26.1K ﹤0.01% 515
2022
Q2 		$45K Buy
214
+1
+0.5% +$226 ﹤0.01% 579
2022
Q1 		$53K Hold
213
– – ﹤0.01% 537
2021
Q4 		$56K Hold
213
– – ﹤0.01% 555
2021
Q3 		$51K Buy
213
+1
+0.5% +$249 ﹤0.01% 571
2021
Q2 		$51K Sell
212
-600
-74% -$141K ﹤0.01% 560
2021
Q1 		$181K Buy
812
+600
+283% +$131K 0.01% 359
2020
Q4 		$45K Buy
212
+1
+0.5% +$200 ﹤0.01% 432
2020
Q3 		$39K Buy
211
+1
+0.5% +$185 ﹤0.01% 435
2020
Q2 		$36K Buy
210
+1
+0.5% +$162 ﹤0.01% 414
2020
Q1 		$30K Sell
209
-656
-76% -$111K ﹤0.01% 397
2019
Q4 		$154K Buy
865
+63
+8% +$10.8K 0.02% 253
2019
Q3 		$131K Buy
802
+70
+10% +$11.5K 0.01% 256
2019
Q2 		$119K Buy
732
+117
+19% +$18.7K 0.01% 262
2019
Q1 		$96K Buy
+615
New +$93K 0.01% 267
2018
Q3 		– Sell
-82
Closed -$12K – 589
2018
Q2 		$12K Hold
82
– – ﹤0.01% 451
2018
Q1 		$12K Buy
+82
New +$12.5K ﹤0.01% 436
2017
Q3 		– Sell
-697
Closed -$94.3K – 457
2017
Q2 		$94.3K Buy
+697
New +$93K 0.01% 246
2015
Q1 		– Sell
-95
Closed -$10.9K – 397
2014
Q4 		$10.9K Buy
+95
New +$10.7K ﹤0.01% 342

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 Analysts LLC's IWB Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares Russell 1000 ETF (IWB) stake by 74% in Q2 2026, selling an estimated $41.2K and leaving 37 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Capital Analysts LLC first reported a position in IWB in Q4 2014 and has held it in 28 quarters since. The position peaked at $181K in Q1 2021. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Capital Analysts LLC held 37 shares of iShares Russell 1000 ETF worth $15K as of Q2 2026.
  • Capital Analysts LLC sold 104 iShares Russell 1000 ETF shares in Q2 2026, an estimated $41.2K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1223 holding.
  • Capital Analysts LLC first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 28 quarters since.
  • Capital Analysts LLC's iShares Russell 1000 ETF position peaked at $181K in Q1 2021.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.