Carmel Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Other funds holding IWB
Carmel Capital Partners's IWB Position: Q2 2026 in Review
Carmel Capital Partners reduced its iShares Russell 1000 ETF (IWB) stake by 16% in Q2 2026, selling an estimated $38K and leaving 500 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #128.
Carmel Capital Partners first reported a position in IWB in Q1 2023 and has held it in 11 quarters since. The position peaked at $268K in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Carmel Capital Partners held 500 shares of iShares Russell 1000 ETF worth $205K as of Q2 2026.
- Carmel Capital Partners sold 96 iShares Russell 1000 ETF shares in Q2 2026, an estimated $38K.
- iShares Russell 1000 ETF made up 0.07% of Carmel Capital Partners's portfolio in Q2 2026, its #128 holding.
- Carmel Capital Partners first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 11 quarters since.
- Carmel Capital Partners's iShares Russell 1000 ETF position peaked at $268K in Q4 2025.
- 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.