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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
Q2 		$4.33M Sell
10,586
-649
-6% -$257K 0.06% 111
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

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 29.18% 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 Group Private Client Services's IWB Position: Q2 2026 in Review

Capital Group Private Client Services reduced its iShares Russell 1000 ETF (IWB) stake by 5.8% in Q2 2026, selling an estimated $257K and leaving 10,586 shares worth $4.33M. The position accounts for 0.06% of the portfolio, ranked #111.

Capital Group Private Client Services first reported a position in IWB in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.45M in Q3 2024. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Capital Group Private Client Services held 10,586 shares of iShares Russell 1000 ETF worth $4.33M as of Q2 2026.
  • Capital Group Private Client Services sold 649 iShares Russell 1000 ETF shares in Q2 2026, an estimated $257K.
  • iShares Russell 1000 ETF made up 0.06% of Capital Group Private Client Services's portfolio in Q2 2026, its #111 holding.
  • Capital Group Private Client Services first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
  • Capital Group Private Client Services's iShares Russell 1000 ETF position peaked at $4.45M in Q3 2024.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.