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CPR Investments’s iShares Russell 1000 ETF IWB Stock Holding History

CPR Investments’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 		– Sell
-1,000
Closed -$357K – 61
2026
Q1 		$357K Sell
1,000
-284
-22% -$106K 0.24% 30
2025
Q4 		$480K Sell
1,284
-141
-10% -$52.2K 0.32% 35
2025
Q3 		$521K Sell
1,425
-270
-16% -$95.1K 0.36% 33
2025
Q2 		$576K Buy
+1,695
New +$532K 0.45% 33
2025
Q1 		– Sell
-2,273
Closed -$732K – 41
2024
Q4 		$732K Buy
+2,273
New +$736K 0.66% 24

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

CPR Investments's IWB Position: Q2 2026 in Review

CPR Investments sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 1,000 shares — an estimated $357K sold.

CPR Investments first reported a position in IWB in Q4 2024 and held it in 5 quarters. The position peaked at $732K in Q4 2024. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • CPR Investments reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • CPR Investments sold 1,000 iShares Russell 1000 ETF shares in Q2 2026, an estimated $357K.
  • CPR Investments first reported a position in iShares Russell 1000 ETF in Q4 2024 and held it in 5 quarters.
  • CPR Investments's iShares Russell 1000 ETF position peaked at $732K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.