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CapWealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

CapWealth 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
Q3 		$297K Buy
713
+13
+2% +$5.4K 0.02% 95
2026
Q2 		$287K Buy
+700
New +$277K 0.02% 99

Other funds holding IWB

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CapWealth Advisors's IWB Position: Q3 2026 in Review

CapWealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 1.9% in Q3 2026, buying an estimated $5.4K and bringing the position to 713 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #95.

CapWealth Advisors first reported a position in IWB in Q2 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • CapWealth Advisors held 713 shares of iShares Russell 1000 ETF worth $297K as of Q3 2026.
  • CapWealth Advisors bought 13 iShares Russell 1000 ETF shares in Q3 2026, an estimated $5.4K.
  • iShares Russell 1000 ETF made up 0.02% of CapWealth Advisors's portfolio in Q3 2026, its #95 holding.
  • CapWealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.