Carmel Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Carmel Capital Partners’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	$213K	Sell	596 -121	-17%	-$45.1K	0.08%	112
2025 Q4	$268K	Hold	717	–	–	0.09%	97
2025 Q3	$262K	Hold	717	–	–	0.11%	95
2025 Q2	$243K	Hold	717	–	–	0.09%	131
2025 Q1	$220K	Hold	717	–	–	0.09%	137
2024 Q4	$231K	Hold	717	–	–	0.09%	136
2024 Q3	$225K	Hold	717	–	–	0.09%	154
2024 Q2	$213K	Hold	717	–	–	0.09%	149
2024 Q1	$206K	Buy	+717	New	+$197K	0.09%	150
2023 Q2	–	Sell	-200	Closed	-$45K	–	452
2023 Q1	$45K	Buy	+200	New	+$44K	0.03%	246

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Carmel Capital Partners's IWB Position: Q1 2026 in Review

Carmel Capital Partners reduced its iShares Russell 1000 ETF (IWB) stake by 17% in Q1 2026, selling an estimated $45.1K and leaving 596 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #112.

Carmel Capital Partners first reported a position in IWB in Q1 2023 and has held it in 10 quarters since. The position peaked at $268K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Carmel Capital Partners held 596 shares of iShares Russell 1000 ETF worth $213K as of Q1 2026.
Carmel Capital Partners sold 121 iShares Russell 1000 ETF shares in Q1 2026, an estimated $45.1K.
iShares Russell 1000 ETF made up 0.08% of Carmel Capital Partners's portfolio in Q1 2026, its #112 holding.
Carmel Capital Partners first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 10 quarters since.
Carmel Capital Partners's iShares Russell 1000 ETF position peaked at $268K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.