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Capstone Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Capstone Financial Advisors’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 		$230M Sell
646,320
-2,713
-0.4% -$1.01M 12.41% 2
2025
Q4 		$242M Sell
649,033
-5,384
-0.8% -$1.99M 12.9% 2
2025
Q3 		$239M Sell
654,417
-6,799
-1% -$2.39M 12.96% 2
2025
Q2 		$225M Sell
661,216
-5,063
-0.8% -$1.59M 13.02% 2
2025
Q1 		$204M Sell
666,279
-14,483
-2% -$4.68M 12.82% 2
2024
Q4 		$219M Sell
680,762
-14,785
-2% -$4.79M 13.54% 2
2024
Q3 		$219M Buy
695,547
+7,045
+1% +$2.13M 13.45% 2
2024
Q2 		$205M Sell
688,502
-12,749
-2% -$3.66M 13.52% 2
2024
Q1 		$202M Sell
701,251
-5,690
-0.8% -$1.56M 13.57% 2
2023
Q4 		$185M Sell
706,941
-19,267
-3% -$4.72M 13.28% 2
2023
Q3 		$171M Sell
726,208
-13,587
-2% -$3.33M 13.46% 2
2023
Q2 		$180M Sell
739,795
-9,381
-1% -$2.16M 13.55% 2
2023
Q1 		$169M Sell
749,176
-9,470
-1% -$2.08M 13.34% 1
2022
Q4 		$160M Sell
758,646
-12,290
-2% -$2.6M 13.51% 1
2022
Q3 		$152M Sell
770,936
-11,068
-1% -$2.43M 14.03% 1
2022
Q2 		$162M Sell
782,004
-54,332
-6% -$12.3M 13.83% 1
2022
Q1 		$209M Sell
836,336
-15,078
-2% -$3.72M 15.18% 1
2021
Q4 		$225M Sell
851,414
-29,811
-3% -$7.67M 16.29% 1
2021
Q3 		$213M Sell
881,225
-328,606
-27% -$81.7M 16.69% 1
2021
Q2 		$293M Sell
1,209,831
-381,444
-24% -$89.9M 23.13% 1
2021
Q1 		$356M Buy
1,591,275
+41,104
+3% +$9M 31.58% 1
2020
Q4 		$328M Buy
1,550,171
+44,020
+3% +$8.79M 31.17% 1
2020
Q3 		$282M Buy
1,506,151
+31,109
+2% +$5.75M 29.81% 1
2020
Q2 		$253M Buy
1,475,042
+622,398
+73% +$101M 28.97% 1
2020
Q1 		$121M Buy
+852,644
New +$144M 15.75% 1

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

Capstone Financial Advisors's IWB Position: Q1 2026 in Review

Capstone Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.42% in Q1 2026, selling an estimated $1.01M and leaving 646,320 shares worth $230M. The position accounts for 12.41% of the portfolio, ranked #2.

Capstone Financial Advisors first reported a position in IWB in Q1 2020 and has held it in 25 quarters since. The position peaked at $356M in Q1 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Capstone Financial Advisors held 646,320 shares of iShares Russell 1000 ETF worth $230M as of Q1 2026.
  • Capstone Financial Advisors sold 2,713 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.01M.
  • iShares Russell 1000 ETF made up 12.41% of Capstone Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • Capstone Financial Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Capstone Financial Advisors's iShares Russell 1000 ETF position peaked at $356M in Q1 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.