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Courier Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Courier Capital’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 		$727K Sell
1,776
-10
-0.6% -$3.96K 0.04% 244
2026
Q1 		$637K Sell
1,786
-367
-17% -$137K 0.04% 247
2025
Q4 		$804K Sell
2,153
-291
-12% -$108K 0.05% 229
2025
Q3 		$893K Sell
2,444
-27
-1% -$9.51K 0.05% 228
2025
Q2 		$839K Sell
2,471
-551
-18% -$173K 0.05% 222
2025
Q1 		$927K Sell
3,022
-62
-2% -$20K 0.06% 206
2024
Q4 		$994K Sell
3,084
-149
-5% -$48.3K 0.07% 193
2024
Q3 		$1.02M Sell
3,233
-87
-3% -$26.3K 0.07% 193
2024
Q2 		$988K Buy
3,320
+56
+2% +$16.1K 0.08% 174
2024
Q1 		$940K Sell
3,264
-149
-4% -$40.8K 0.07% 191
2023
Q4 		$895K Sell
3,413
-89
-3% -$21.8K 0.07% 188
2023
Q3 		$823K Sell
3,502
-117
-3% -$28.6K 0.07% 189
2023
Q2 		$882K Sell
3,619
-96
-3% -$22.1K 0.07% 189
2023
Q1 		$837K Buy
3,715
+270
+8% +$59.4K 0.09% 131
2022
Q4 		$725K Buy
3,445
+292
+9% +$61.8K 0.08% 137
2022
Q3 		$622K Sell
3,153
-160
-5% -$35.1K 0.08% 144
2022
Q2 		$688K Buy
3,313
+56
+2% +$12.7K 0.08% 143
2022
Q1 		$814K Sell
3,257
-198
-6% -$48.9K 0.08% 144
2021
Q4 		$913K Buy
3,455
+1,179
+52% +$303K 0.08% 137
2021
Q3 		$550K Sell
2,276
-40
-2% -$9.94K 0.05% 177
2021
Q2 		$561K Sell
2,316
-86
-4% -$20.3K 0.05% 178
2021
Q1 		$538K Sell
2,402
-11
-0.5% -$2.41K 0.05% 175
2020
Q4 		$511K Sell
2,413
-52
-2% -$10.4K 0.06% 174
2020
Q3 		$484K Sell
2,465
-226
-8% -$41.7K 0.06% 168
2020
Q2 		$467K Sell
2,691
-19
-0.7% -$3.07K 0.06% 168
2020
Q1 		$407K Buy
2,710
+85
+3% +$14.4K 0.06% 164
2019
Q4 		$475K Sell
2,625
-111
-4% -$18.9K 0.06% 176
2019
Q3 		$441K Hold
2,736
– – 0.06% 179
2019
Q2 		$445K Sell
2,736
-74
-3% -$11.8K 0.06% 175
2019
Q1 		$442K Sell
2,810
-130
-4% -$19.7K 0.06% 167
2018
Q4 		$408K Buy
2,940
+125
+4% +$18.7K 0.06% 168
2018
Q3 		$455K Buy
2,815
+62
+2% +$9.84K 0.06% 170
2018
Q2 		$418K Sell
2,753
-264
-9% -$39.8K 0.05% 186
2018
Q1 		$443K Sell
3,017
-340
-10% -$51.7K 0.06% 173
2017
Q4 		$499K Sell
3,357
-120
-3% -$17.4K 0.06% 160
2017
Q3 		$486K Sell
3,477
-3
-0.1% -$412 0.07% 152
2017
Q2 		$471K Buy
+3,480
New +$465K 0.08% 152
2017
Q1 		– Sell
-2,404
Closed -$299K – 273
2016
Q4 		$299K Buy
+2,404
New +$292K 0.06% 199

Other funds holding IWB

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
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

Courier Capital's IWB Position: Q2 2026 in Review

Courier Capital reduced its iShares Russell 1000 ETF (IWB) stake by 0.56% in Q2 2026, selling an estimated $3.96K and leaving 1,776 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #244.

Courier Capital first reported a position in IWB in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.02M in Q3 2024. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Courier Capital held 1,776 shares of iShares Russell 1000 ETF worth $727K as of Q2 2026.
  • Courier Capital sold 10 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.96K.
  • iShares Russell 1000 ETF made up 0.04% of Courier Capital's portfolio in Q2 2026, its #244 holding.
  • Courier Capital first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 38 quarters since.
  • Courier Capital's iShares Russell 1000 ETF position peaked at $1.02M in Q3 2024.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.