CoreCap Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

CoreCap 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	$212K	Hold	517	–	–	0.01%	841
2026 Q1	$184K	Hold	517	–	–	0.01%	830
2025 Q4	$193K	Buy	517 +39	+8%	+$14.4K	0.01%	809
2025 Q3	$175K	Sell	478 -4,665	-91%	-$1.64M	0.01%	844
2025 Q2	$1.75M	Hold	5,143	–	–	0.07%	234
2025 Q1	$1.58M	Sell	5,143 -13	-0.3%	-$4.2K	0.07%	247
2024 Q4	$1.66M	Buy	5,156 +275	+6%	+$89.1K	0.08%	246
2024 Q3	$1.53M	Buy	+4,881	New	+$1.48M	0.07%	256
2024 Q2	–	Sell	-4,761	Closed	-$1.37M	–	2103
2024 Q1	$1.37M	Sell	4,761 -14	-0.3%	-$3.84K	0.07%	247
2023 Q4	$1.25M	Buy	4,775 +20	+0.4%	+$4.9K	0.08%	226
2023 Q3	$1.12M	Hold	4,755	–	–	0.08%	222
2023 Q2	$1.16M	Buy	+4,755	New	+$1.1M	0.08%	227
2022 Q4	$1.06M	Buy	+5,022	New	+$1.06M	0.08%	237
2022 Q3	–	Sell	-586	Closed	-$122K	–	1300
2022 Q2	$122K	Buy	+586	New	+$132K	0.01%	629
2022 Q1	–	Sell	-448	Closed	-$118K	–	1304
2021 Q4	$118K	Buy	+448	New	+$115K	0.01%	688

Other funds holding IWB

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

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

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

CoreCap Advisors's IWB Position: Q2 2026 in Review

CoreCap Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 517 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #841.

CoreCap Advisors first reported a position in IWB in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.75M in Q2 2025. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

CoreCap Advisors held 517 shares of iShares Russell 1000 ETF worth $212K as of Q2 2026.
CoreCap Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #841 holding.
CoreCap Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 15 quarters since.
CoreCap Advisors's iShares Russell 1000 ETF position peaked at $1.75M in Q2 2025.
278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.