Capital Investment Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Capital Investment Advisory 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	$616K	Buy	1,505 +1,380	+1,104%	+$547K	0.04%	402
2026 Q1	$44.6K	Sell	125 -70	-36%	-$26.1K	﹤0.01%	878
2025 Q4	$72.8K	Buy	195 +15	+8%	+$5.56K	0.01%	757
2025 Q3	$65.8K	Sell	180 -47	-21%	-$16.6K	0.01%	729
2025 Q2	$77.1K	Hold	227	–	–	0.01%	688
2025 Q1	$69.6K	Sell	227 -30	-12%	-$9.7K	0.01%	663
2024 Q4	$82.8K	Buy	257 +72	+39%	+$23.3K	0.01%	598
2024 Q3	$58.2K	Sell	185 -35	-16%	-$10.6K	0.01%	662
2024 Q2	$65.5K	Sell	220 -133	-38%	-$38.2K	0.01%	627
2024 Q1	$102K	Sell	353 -376	-52%	-$103K	0.01%	561
2023 Q4	$191K	Sell	729 -10	-1%	-$2.45K	0.02%	491
2023 Q3	$174K	Sell	739 -150	-17%	-$36.7K	0.02%	491
2023 Q2	$217K	Hold	889	–	–	0.02%	439
2023 Q1	$200K	Sell	889 -10	-1%	-$2.2K	0.02%	456
2022 Q4	$189K	Hold	899	–	–	0.02%	467
2022 Q3	$177K	Hold	899	–	–	0.02%	447
2022 Q2	$187K	Hold	899	–	–	0.02%	456
2022 Q1	$225K	Sell	899 -30	-3%	-$7.41K	0.02%	454
2021 Q4	$246K	Sell	929 -25	-3%	-$6.43K	0.03%	422
2021 Q3	$231K	Sell	954 -10	-1%	-$2.49K	0.03%	415
2021 Q2	$233K	Sell	964 -20	-2%	-$4.71K	0.03%	422
2021 Q1	$220K	Sell	984 -50	-5%	-$10.9K	0.03%	400
2020 Q4	$219K	Hold	1,034	–	–	0.03%	399
2020 Q3	$194K	Hold	1,034	–	–	0.04%	366
2020 Q2	$178K	Hold	1,034	–	–	0.04%	323
2020 Q1	$146K	Hold	1,034	–	–	0.04%	314
2019 Q4	$184K	Hold	1,034	–	–	0.05%	300
2019 Q3	$170K	Sell	1,034 -10	-1%	-$1.64K	0.05%	301
2019 Q2	$173K	Buy	1,044 +10	+1%	+$1.6K	0.05%	297
2019 Q1	$163K	Sell	1,034 -64	-6%	-$9.68K	0.06%	245
2018 Q4	$152K	Buy	+1,098	New	+$164K	0.06%	231

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Capital Investment Advisory Services's IWB Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Russell 1000 ETF (IWB) stake by 1,104% in Q2 2026, buying an estimated $547K and bringing the position to 1,505 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #402.

Capital Investment Advisory Services first reported a position in IWB in Q4 2018 and has held it in 31 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Capital Investment Advisory Services held 1,505 shares of iShares Russell 1000 ETF worth $616K as of Q2 2026.
Capital Investment Advisory Services bought 1,380 iShares Russell 1000 ETF shares in Q2 2026, an estimated $547K.
iShares Russell 1000 ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #402 holding.
Capital Investment Advisory Services first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 31 quarters since.
511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.