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

Conservest 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 		$50.1M Sell
122,456
-7,703
-6% -$3.05M 3.99% 7
2026
Q1 		$46.4M Sell
130,159
-4,556
-3% -$1.7M 4.21% 7
2025
Q4 		$50.3M Sell
134,715
-3,994
-3% -$1.48M 4.54% 6
2025
Q3 		$50.7M Buy
138,709
+286
+0.2% +$101K 4.69% 6
2025
Q2 		$47M Sell
138,423
-3,126
-2% -$981K 4.64% 7
2025
Q1 		$43.4M Sell
141,549
-189
-0.1% -$61.1K 4.56% 7
2024
Q4 		$45.7M Buy
141,738
+91
+0.1% +$29.5K 4.72% 6
2024
Q3 		$40.8M Hold
141,647
– – 4.18% 8
2024
Q2 		$40.8M Sell
141,647
-1,154
-0.8% -$331K 4.4% 7
2024
Q1 		$41.1M Sell
142,801
-139
-0.1% -$38.1K 4.2% 8
2023
Q4 		$37.5M Sell
142,940
-2,030
-1% -$497K 3.99% 8
2023
Q3 		$34.1M Buy
144,970
+410
+0.3% +$100K 4.11% 8
2023
Q2 		$35.2M Sell
144,560
-834
-0.6% -$192K 4.08% 8
2023
Q1 		$32.7M Buy
145,394
+2,973
+2% +$654K 3.9% 9
2022
Q4 		$30M Buy
+142,421
New +$30.1M 3.81% 9
2022
Q3 		– Sell
-136,586
Closed -$30M – 8
2022
Q2 		$28.4M Buy
136,586
+3,630
+3% +$820K 3.53% 10
2022
Q1 		$33.2M Sell
132,956
-1,634
-1% -$403K 3.68% 9
2021
Q4 		$35.6M Buy
134,590
+741
+0.6% +$191K 3.81% 9
2021
Q3 		$32.4M Sell
133,849
-272
-0.2% -$67.6K 3.65% 9
2021
Q2 		$32.5M Sell
134,121
-567
-0.4% -$134K 3.67% 9
2021
Q1 		$30.1M Sell
134,688
-5,748
-4% -$1.26M 3.46% 9
2020
Q4 		$29.8M Buy
140,436
+1,213
+0.9% +$242K 3.57% 9
2020
Q3 		$26.1M Sell
139,223
-4,880
-3% -$901K 3.51% 9
2020
Q2 		$24.7M Sell
144,103
-2,427
-2% -$393K 3.54% 9
2020
Q1 		$20.7M Sell
146,530
-670
-0.5% -$113K 3.43% 10
2019
Q4 		$26.3M Buy
147,200
+5,665
+4% +$967K 3.43% 11
2019
Q3 		$23.3M Sell
141,535
-5,696
-4% -$935K 3.38% 11
2019
Q2 		$24M Buy
147,231
+636
+0.4% +$102K 3.52% 10
2019
Q1 		$23.1M Buy
146,595
+1,154
+0.8% +$174K 3.46% 10
2018
Q4 		$20.2M Buy
145,441
+2,468
+2% +$369K 3.32% 9
2018
Q3 		$23.1M Buy
142,973
+4,143
+3% +$658K 3.39% 8
2018
Q2 		$21.1M Sell
138,830
-8,997
-6% -$1.36M 3.27% 10
2018
Q1 		$21.7M Buy
147,827
+1,399
+1% +$213K 4.73% 8
2017
Q4 		$21.8M Sell
146,428
-551
-0.4% -$79.8K 4.33% 8
2017
Q3 		$20.6M Buy
146,979
+2,685
+2% +$368K 3.26% 10
2017
Q2 		$19.5M Sell
144,294
-571
-0.4% -$76.2K 4.14% 9
2017
Q1 		$19M Buy
+144,865
New +$18.8M 4.03% 8

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

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

Conservest Capital Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 5.9% in Q2 2026, selling an estimated $3.05M and leaving 122,456 shares worth $50.1M. The position accounts for 3.99% of the portfolio, ranked #7.

Conservest Capital Advisors first reported a position in IWB in Q1 2017 and has held it in 37 quarters since. The position peaked at $50.7M in Q3 2025. 411 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Conservest Capital Advisors held 122,456 shares of iShares Russell 1000 ETF worth $50.1M as of Q2 2026.
  • Conservest Capital Advisors sold 7,703 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.05M.
  • iShares Russell 1000 ETF made up 3.99% of Conservest Capital Advisors's portfolio in Q2 2026, its #7 holding.
  • Conservest Capital Advisors first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 37 quarters since.
  • Conservest Capital Advisors's iShares Russell 1000 ETF position peaked at $50.7M in Q3 2025.
  • 411 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.