Centaurus Financial’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $835K | Sell |
2,038
-55
| -3% | -$21.8K | 0.03% | 452 |
|
|
2026
Q1 | $746K | Sell |
2,093
-117
| -5% | -$43.6K | 0.04% | 412 |
|
|
2025
Q4 | $825K | Buy |
2,210
+30
| +1% | +$11.1K | 0.04% | 394 |
|
|
2025
Q3 | $797K | Buy |
2,180
+88
| +4% | +$31K | 0.04% | 390 |
|
|
2025
Q2 | $710K | Sell |
2,092
-33
| -2% | -$10.4K | 0.04% | 371 |
|
|
2025
Q1 | $652K | Buy |
2,125
+47
| +2% | +$15.2K | 0.04% | 390 |
|
|
2024
Q4 | $669K | Buy |
2,078
+149
| +8% | +$48.3K | 0.04% | 362 |
|
|
2024
Q3 | $607K | Sell |
1,929
-1
| -0.1% | -$303 | 0.04% | 368 |
|
|
2024
Q2 | $574K | Sell |
1,930
-372
| -16% | -$107K | 0.04% | 359 |
|
|
2024
Q1 | $663K | Sell |
2,302
-681
| -23% | -$187K | 0.05% | 326 |
|
|
2023
Q4 | $782K | Buy |
2,983
+67
| +2% | +$16.4K | 0.06% | 278 |
|
|
2023
Q3 | $685K | Buy |
2,916
+104
| +4% | +$25.5K | 0.06% | 302 |
|
|
2023
Q2 | $685K | Sell |
2,812
-1,025
| -27% | -$236K | 0.06% | 298 |
|
|
2023
Q1 | $864K | Buy |
3,837
+183
| +5% | +$40.3K | 0.07% | 295 |
|
|
2022
Q4 | $769K | Buy |
3,654
+105
| +3% | +$22.2K | 0.07% | 280 |
|
|
2022
Q3 | $700K | Sell |
3,549
-92
| -3% | -$20.2K | 0.07% | 296 |
|
|
2022
Q2 | $757K | Sell |
3,641
-2,544
| -41% | -$575K | 0.07% | 288 |
|
|
2022
Q1 | $1.55M | Sell |
6,185
-342
| -5% | -$84.4K | 0.12% | 198 |
|
|
2021
Q4 | $1.73M | Buy |
6,527
+38
| +0.6% | +$9.78K | 0.13% | 188 |
|
|
2021
Q3 | $1.57M | Sell |
6,489
-24
| -0.4% | -$5.97K | 0.13% | 189 |
|
|
2021
Q2 | $1.58M | Buy |
6,513
+1,125
| +21% | +$265K | 0.13% | 188 |
|
|
2021
Q1 | $1.21M | Buy |
5,388
+3,597
| +201% | +$788K | 0.12% | 208 |
|
|
2020
Q4 | $379K | Sell |
1,791
-10
| -0.6% | -$2K | 0.04% | 422 |
|
|
2020
Q3 | $337K | Sell |
1,801
-4,286
| -70% | -$792K | 0.05% | 344 |
|
|
2020
Q2 | $1.04M | Buy |
+6,087
| New | +$985K | 0.15% | 166 |
|
|
2020
Q1 | – | Sell |
-1,122
| Closed | -$200K | – | 580 |
|
|
2019
Q4 | $200K | Buy |
+1,122
| New | +$191K | 0.03% | 457 |
|
|
2019
Q3 | – | Sell |
-919
| Closed | -$150K | – | 513 |
|
|
2019
Q2 | $150K | Buy |
919
+46
| +5% | +$7.37K | 0.02% | 489 |
|
|
2019
Q1 | $137K | Sell |
873
-127
| -13% | -$19.2K | 0.02% | 476 |
|
|
2018
Q4 | $121K | Hold |
1,000
| – | – | 0.03% | 433 |
|
|
2018
Q3 | $141K | Sell |
1,000
-347
| -26% | -$55.1K | 0.03% | 446 |
|
|
2018
Q2 | $205K | Buy |
+1,347
| New | +$203K | 0.03% | 507 |
|
Other funds holding IWB
Centaurus Financial's IWB Position: Q2 2026 in Review
Centaurus Financial reduced its iShares Russell 1000 ETF (IWB) stake by 2.6% in Q2 2026, selling an estimated $21.8K and leaving 2,038 shares worth $835K. The position accounts for 0.03% of the portfolio, ranked #452.
Centaurus Financial first reported a position in IWB in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.73M in Q4 2021. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Centaurus Financial held 2,038 shares of iShares Russell 1000 ETF worth $835K as of Q2 2026.
- Centaurus Financial sold 55 iShares Russell 1000 ETF shares in Q2 2026, an estimated $21.8K.
- iShares Russell 1000 ETF made up 0.03% of Centaurus Financial's portfolio in Q2 2026, its #452 holding.
- Centaurus Financial first reported a position in iShares Russell 1000 ETF in Q2 2018 and has held it in 31 quarters since.
- Centaurus Financial's iShares Russell 1000 ETF position peaked at $1.73M in Q4 2021.
- 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.