Cary Street Partners Investment Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Cary Street Partners Investment Advisory’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	$64.3K	Sell	157 -29	-16%	-$11.5K	0.01%	561
2026 Q1	$66.3K	Sell	186 -193	-51%	-$71.9K	0.02%	508
2025 Q4	$142K	Buy	379 +288	+316%	+$107K	0.04%	378
2025 Q3	$33.3K	Hold	91	–	–	0.01%	480
2025 Q2	$30.9K	Buy	91 +39	+75%	+$12.2K	0.02%	454
2025 Q1	$16K	Buy	+52	New	+$16.8K	0.01%	457
2024 Q4	–	Sell	-15,315	Closed	-$4.81M	–	632
2024 Q3	$4.81M	Buy	15,315 +1,935	+14%	+$586K	0.18%	139
2024 Q2	$3.98M	Buy	13,380 +2,546	+24%	+$731K	0.16%	150
2024 Q1	$3.12M	Buy	10,834 +609	+6%	+$167K	0.13%	178
2023 Q4	$2.68M	Buy	10,225 +9,757	+2,085%	+$2.39M	0.13%	188
2023 Q3	$110K	Sell	468 -7	-1%	-$1.71K	0.01%	686
2023 Q2	$116K	Hold	475	–	–	0.01%	636
2023 Q1	$107K	Hold	475	–	–	0.01%	579
2022 Q4	$100K	Buy	+475	New	+$101K	0.01%	583
2020 Q4	–	Sell	-1,885	Closed	-$353K	–	615
2020 Q3	$353K	Buy	+1,885	New	+$348K	0.07%	204

Other funds holding IWB

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Cary Street Partners Investment Advisory's IWB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 16% in Q2 2026, selling an estimated $11.5K and leaving 157 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #561.

Cary Street Partners Investment Advisory first reported a position in IWB in Q3 2020 and has held it in 15 quarters since. The position peaked at $4.81M in Q3 2024. 1,128 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cary Street Partners Investment Advisory held 157 shares of iShares Russell 1000 ETF worth $64.3K as of Q2 2026.
Cary Street Partners Investment Advisory sold 29 iShares Russell 1000 ETF shares in Q2 2026, an estimated $11.5K.
iShares Russell 1000 ETF made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #561 holding.
Cary Street Partners Investment Advisory first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 15 quarters since.
Cary Street Partners Investment Advisory's iShares Russell 1000 ETF position peaked at $4.81M in Q3 2024.
1,128 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.