Capital Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.36M | Buy |
3,819
+3
| +0.1% | +$1.12K | 0.02% | 296 |
|
|
2025
Q4 | $1.42M | Buy |
3,816
+707
| +23% | +$262K | 0.02% | 283 |
|
|
2025
Q3 | $1.14M | Buy |
3,109
+626
| +25% | +$220K | 0.02% | 313 |
|
|
2025
Q2 | $843K | Sell |
2,483
-19
| -0.8% | -$5.96K | 0.02% | 356 |
|
|
2025
Q1 | $767K | Buy |
2,502
+191
| +8% | +$61.8K | 0.02% | 360 |
|
|
2024
Q4 | $745K | Sell |
2,311
-478
| -17% | -$155K | 0.02% | 352 |
|
|
2024
Q3 | $877K | Buy |
2,789
+172
| +7% | +$52.1K | 0.02% | 320 |
|
|
2024
Q2 | $779K | Sell |
2,617
-20
| -0.8% | -$5.74K | 0.02% | 325 |
|
|
2024
Q1 | $760K | Buy |
2,637
+3
| +0.1% | +$822 | 0.02% | 331 |
|
|
2023
Q4 | $691K | Sell |
2,634
-215
| -8% | -$52.6K | 0.02% | 327 |
|
|
2023
Q3 | $669K | Buy |
2,849
+57
| +2% | +$14K | 0.02% | 311 |
|
|
2023
Q2 | $681K | Buy |
2,792
+92
| +3% | +$21.2K | 0.02% | 294 |
|
|
2023
Q1 | $608K | Sell |
2,700
-352
| -12% | -$77.5K | 0.02% | 322 |
|
|
2022
Q4 | $643K | Buy |
3,052
+91
| +3% | +$19.3K | 0.02% | 317 |
|
|
2022
Q3 | $584K | Hold |
2,961
| – | – | 0.02% | 315 |
|
|
2022
Q2 | $615K | Sell |
2,961
-47
| -2% | -$10.6K | 0.02% | 321 |
|
|
2022
Q1 | $752K | Buy |
3,008
+319
| +12% | +$78.8K | 0.02% | 314 |
|
|
2021
Q4 | $711K | Hold |
2,689
| – | – | 0.02% | 327 |
|
|
2021
Q3 | $650K | Buy |
2,689
+176
| +7% | +$43.8K | 0.02% | 332 |
|
|
2021
Q2 | $608K | Buy |
2,513
+195
| +8% | +$45.9K | 0.02% | 338 |
|
|
2021
Q1 | $519K | Buy |
2,318
+311
| +15% | +$68.1K | 0.02% | 340 |
|
|
2020
Q4 | $425K | Buy |
2,007
+181
| +10% | +$36.1K | 0.02% | 355 |
|
|
2020
Q3 | $342K | Buy |
1,826
+192
| +12% | +$35.5K | 0.02% | 370 |
|
|
2020
Q2 | $281K | Sell |
1,634
-41
| -2% | -$6.63K | 0.01% | 395 |
|
|
2020
Q1 | $237K | Sell |
1,675
-942
| -36% | -$159K | 0.02% | 383 |
|
|
2019
Q4 | $467K | Hold |
2,617
| – | – | 0.02% | 329 |
|
|
2019
Q3 | $431K | Sell |
2,617
-401
| -13% | -$65.8K | 0.02% | 335 |
|
|
2019
Q2 | $491K | Hold |
3,018
| – | – | 0.03% | 316 |
|
|
2019
Q1 | $475K | Buy |
3,018
+127
| +4% | +$19.2K | 0.03% | 311 |
|
|
2018
Q4 | $401K | Sell |
2,891
-49
| -2% | -$7.33K | 0.03% | 319 |
|
|
2018
Q3 | $475K | Buy |
2,940
+413
| +16% | +$65.6K | 0.03% | 311 |
|
|
2018
Q2 | $384K | Buy |
2,527
+61
| +2% | +$9.19K | 0.02% | 344 |
|
|
2018
Q1 | $362K | Buy |
2,466
+140
| +6% | +$21.3K | 0.02% | 354 |
|
|
2017
Q4 | $346K | Buy |
+2,326
| New | +$337K | 0.02% | 358 |
|
Other funds holding IWB
Capital Investment Advisors's IWB Position: Q1 2026 in Review
Capital Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.08% in Q1 2026, buying an estimated $1.12K and bringing the position to 3,819 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #296.
Capital Investment Advisors first reported a position in IWB in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.42M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Capital Investment Advisors held 3,819 shares of iShares Russell 1000 ETF worth $1.36M as of Q1 2026.
- Capital Investment Advisors bought 3 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.12K.
- iShares Russell 1000 ETF made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #296 holding.
- Capital Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 34 quarters since.
- Capital Investment Advisors's iShares Russell 1000 ETF position peaked at $1.42M in Q4 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.