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

Capital Investment Management’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 		$2.82M Sell
6,883
-534
-7% -$212K 0.86% 26
2026
Q1 		$2.64M Sell
7,417
-135
-2% -$50.3K 0.91% 24
2025
Q4 		$2.82M Buy
+7,552
New +$2.8M 0.99% 23

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
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
BP
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 Management's IWB Position: Q2 2026 in Review

Capital Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 7.2% in Q2 2026, selling an estimated $212K and leaving 6,883 shares worth $2.82M. The position accounts for 0.86% of the portfolio, ranked #26.

Capital Investment Management first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.82M in Q4 2025. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Capital Investment Management held 6,883 shares of iShares Russell 1000 ETF worth $2.82M as of Q2 2026.
  • Capital Investment Management sold 534 iShares Russell 1000 ETF shares in Q2 2026, an estimated $212K.
  • iShares Russell 1000 ETF made up 0.86% of Capital Investment Management's portfolio in Q2 2026, its #26 holding.
  • Capital Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's iShares Russell 1000 ETF position peaked at $2.82M in Q4 2025.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.