Carrera Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Carrera Capital 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	$2.08M	Buy	5,088 +11	+0.2%	+$4.36K	0.31%	63
2026 Q1	$1.81M	Buy	5,077 +12	+0.2%	+$4.47K	0.28%	66
2025 Q4	$1.89M	Buy	5,065 +15	+0.3%	+$5.56K	0.32%	54
2025 Q3	$1.85M	Buy	5,050 +13	+0.3%	+$4.58K	0.33%	51
2025 Q2	$1.71M	Buy	5,037 +13	+0.3%	+$4.08K	0.34%	55
2025 Q1	$1.54M	Sell	5,024 -603	-11%	-$195K	0.34%	61
2024 Q4	$1.81M	Buy	5,627 +18	+0.3%	+$5.83K	0.42%	48
2024 Q3	$1.76M	Buy	5,609 +19	+0.3%	+$5.75K	0.43%	45
2024 Q2	$1.66M	Buy	+5,590	New	+$1.6M	0.54%	34

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

Carrera Capital Advisors's IWB Position: Q2 2026 in Review

Carrera Capital Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.22% in Q2 2026, buying an estimated $4.36K and bringing the position to 5,088 shares worth $2.08M. The position accounts for 0.31% of the portfolio, ranked #63.

Carrera Capital Advisors first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Carrera Capital Advisors held 5,088 shares of iShares Russell 1000 ETF worth $2.08M as of Q2 2026.
Carrera Capital Advisors bought 11 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.36K.
iShares Russell 1000 ETF made up 0.31% of Carrera Capital Advisors's portfolio in Q2 2026, its #63 holding.
Carrera Capital Advisors first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.