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 Q2	$261M	Sell	637,495 -8,825	-1%	-$3.5M	12.72%	2
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capstone Financial Advisors's IWB Position: Q2 2026 in Review

Capstone Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q2 2026, selling an estimated $3.5M and leaving 637,495 shares worth $261M. The position accounts for 12.72% of the portfolio, ranked #2.

Capstone Financial Advisors first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. The position peaked at $356M in Q1 2021. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Capstone Financial Advisors held 637,495 shares of iShares Russell 1000 ETF worth $261M as of Q2 2026.
Capstone Financial Advisors sold 8,825 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.5M.
iShares Russell 1000 ETF made up 12.72% of Capstone Financial Advisors's portfolio in Q2 2026, its #2 holding.
Capstone Financial Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
Capstone Financial Advisors's iShares Russell 1000 ETF position peaked at $356M in Q1 2021.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.