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Caprock Group’s iShares Russell 1000 ETF IWB Stock Holding History

Caprock Group’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 		$8.91M Buy
24,998
+1,233
+5% +$459K 0.22% 74
2025
Q4 		$8.88M Sell
23,765
-1,918
-7% -$710K 0.19% 84
2025
Q3 		$9.11M Buy
+25,683
New +$9.05M 0.22% 79
2025
Q1 		$8.76M Sell
28,542
-169
-0.6% -$54.6K 0.27% 71
2024
Q4 		$9.25M Buy
28,711
+1
+0% +$324 0.3% 60
2024
Q3 		$9.03M Buy
28,710
+2
+0% +$606 0.33% 55
2024
Q2 		$8.54M Buy
28,708
+1
+0% +$287 0.35% 50
2024
Q1 		$8.27M Sell
28,707
-749
-3% -$205K 0.47% 34
2023
Q4 		$7.73M Buy
29,456
+2
+0% +$490 0.49% 30
2023
Q3 		$6.95M Hold
29,454
– – 0.53% 30
2023
Q2 		$7.18M Buy
29,454
+1
+0% +$230 0.53% 28
2023
Q1 		$6.63M Buy
29,453
+2
+0% +$440 0.51% 31
2022
Q4 		$6.2M Sell
29,451
-660
-2% -$140K 0.58% 30
2022
Q3 		$5.94M Sell
30,111
-187
-0.6% -$41K 0.57% 32
2022
Q2 		$6.29M Buy
30,298
+1
+0% +$226 0.62% 28
2022
Q1 		$7.58M Buy
30,297
+1
+0% +$247 0.71% 26
2021
Q4 		$8.01M Buy
30,296
+2
+0% +$515 0.66% 27
2021
Q3 		$7.32M Hold
30,294
– – 0.65% 28
2021
Q2 		$7.33M Buy
30,294
+3,001
+11% +$707K 0.67% 29
2021
Q1 		$6.11M Hold
27,293
– – 0.67% 26
2020
Q4 		$5.78M Buy
27,293
+2
+0% +$399 0.66% 26
2020
Q3 		$5.11M Buy
27,291
+1
+0% +$185 0.7% 28
2020
Q2 		$4.68M Sell
27,290
-2,860
-9% -$463K 0.7% 26
2020
Q1 		$4.27M Hold
30,150
– – 0.81% 20
2019
Q4 		$5.38M Buy
30,150
+3
+0% +$512 0.96% 18
2019
Q3 		$4.96M Hold
30,147
– – 0.97% 19
2019
Q2 		$4.91M Buy
30,147
+2
+0% +$320 0.96% 18
2019
Q1 		$4.74M Buy
30,145
+1
+0% +$151 0.92% 19
2018
Q4 		$4.18M Buy
30,144
+3
+0% +$449 0.96% 17
2018
Q3 		$4.9M Buy
30,141
+2
+0% +$317 1% 15
2018
Q2 		$4.58M Hold
30,139
– – 0.97% 14
2018
Q1 		$4.43M Buy
30,139
+1
+0% +$152 0.94% 15
2017
Q4 		$4.66M Buy
30,138
+3
+0% +$434 0.91% 16
2017
Q3 		$4.21M Buy
30,135
+1
+0% +$137 0.88% 17
2017
Q2 		$4.08M Buy
30,134
+3
+0% +$400 0.91% 18
2017
Q1 		$3.96M Sell
30,131
-63
-0.2% -$8.16K 0.93% 22
2016
Q4 		$3.76M Buy
30,194
+28,322
+1,513% +$3.44M 0.95% 22
2016
Q3 		$225K Sell
1,872
-29,612
-94% -$3.56M 0.05% 306
2016
Q2 		$690K Buy
31,484
+29,330
+1,362% +$3.38M 0.17% 138
2016
Q1 		$246K Buy
2,154
+6
+0.3% +$648 0.06% 262
2015
Q4 		$243K Buy
2,148
+2
+0.1% +$229 0.14% 69
2015
Q3 		$230K Sell
2,146
-150
-7% -$17K 0.16% 69
2015
Q2 		$266K Buy
2,296
+155
+7% +$18.3K 0.24% 62
2015
Q1 		$248K Buy
2,141
+3
+0.1% +$346 0.25% 64
2014
Q4 		$245K Buy
+2,138
New +$240K 0.27% 78

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

Caprock Group's IWB Position: Q1 2026 in Review

Caprock Group increased its iShares Russell 1000 ETF (IWB) stake by 5.2% in Q1 2026, buying an estimated $459K and bringing the position to 24,998 shares worth $8.91M. The position accounts for 0.22% of the portfolio, ranked #74.

Caprock Group first reported a position in IWB in Q4 2014 and has held it in 45 quarters since. The position peaked at $9.25M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Caprock Group held 24,998 shares of iShares Russell 1000 ETF worth $8.91M as of Q1 2026.
  • Caprock Group bought 1,233 iShares Russell 1000 ETF shares in Q1 2026, an estimated $459K.
  • iShares Russell 1000 ETF made up 0.22% of Caprock Group's portfolio in Q1 2026, its #74 holding.
  • Caprock Group first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 45 quarters since.
  • Caprock Group's iShares Russell 1000 ETF position peaked at $9.25M in Q4 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.