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Capital Group Private Client Services’s iShares Russell 1000 ETF IWB Stock Holding History

Capital Group Private Client Services’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
Q1 		$4.01M Sell
11,235
-173
-2% -$64.5K 0.07% 121
2025
Q4 		$4.26M Sell
11,408
-407
-3% -$151K 0.07% 131
2025
Q3 		$4.32M Sell
11,815
-28
-0.2% -$9.86K 0.07% 132
2025
Q2 		$4.02M Sell
11,843
-900
-7% -$283K 0.03% 180
2025
Q1 		$3.91M Sell
12,743
-614
-5% -$199K 0.04% 178
2024
Q4 		$4.3M Sell
13,357
-791
-6% -$256K 0.04% 182
2024
Q3 		$4.45M Sell
14,148
-294
-2% -$89K 0.04% 180
2024
Q2 		$4.3M Buy
14,442
+7,984
+124% +$2.29M 0.04% 177
2024
Q1 		$1.86M Sell
6,458
-10
-0.2% -$2.74K 0.02% 203
2023
Q4 		$1.7M Sell
6,468
-73
-1% -$17.9K 0.02% 205
2023
Q3 		$1.54M Sell
6,541
-9
-0.1% -$2.2K 0.02% 197
2023
Q2 		$1.6M Buy
6,550
+187
+3% +$43.1K 0.02% 189
2023
Q1 		$1.43M Buy
6,363
+21
+0.3% +$4.62K 0.02% 189
2022
Q4 		$1.34M Buy
6,342
+55
+0.9% +$11.6K 0.02% 183
2022
Q3 		$1.24M Hold
6,287
– – 0.02% 186
2022
Q2 		$1.31M Sell
6,287
-1,571
-20% -$355K 0.02% 188
2022
Q1 		$1.97M Sell
7,858
-44
-0.6% -$10.9K 0.02% 186
2021
Q4 		$2.09M Buy
7,902
+2
+0% +$515 0.02% 173
2021
Q3 		$1.91M Buy
+7,900
New +$1.96M 0.02% 171

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Capital Group Private Client Services's IWB Position: Q1 2026 in Review

Capital Group Private Client Services reduced its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q1 2026, selling an estimated $64.5K and leaving 11,235 shares worth $4.01M. The position accounts for 0.07% of the portfolio, ranked #121.

Capital Group Private Client Services first reported a position in IWB in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.45M in Q3 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Capital Group Private Client Services held 11,235 shares of iShares Russell 1000 ETF worth $4.01M as of Q1 2026.
  • Capital Group Private Client Services sold 173 iShares Russell 1000 ETF shares in Q1 2026, an estimated $64.5K.
  • iShares Russell 1000 ETF made up 0.07% of Capital Group Private Client Services's portfolio in Q1 2026, its #121 holding.
  • Capital Group Private Client Services first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 19 quarters since.
  • Capital Group Private Client Services's iShares Russell 1000 ETF position peaked at $4.45M in Q3 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.