IC
IWB icon

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

Iconiq 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
Q1 		$4.67M Hold
13,096
– – 0.1% 39
2025
Q4 		$4.89M Buy
13,096
+24
+0.2% +$8.89K 0.07% 38
2025
Q3 		$4.78M Sell
13,072
-6,615
-34% -$2.33M 0.06% 44
2025
Q2 		$6.69M Buy
19,687
+21
+0.1% +$6.59K 0.11% 35
2025
Q1 		$6.03M Sell
19,666
-605
-3% -$196K 0.11% 37
2024
Q4 		$6.53M Buy
20,271
+6,665
+49% +$2.16M 0.1% 41
2024
Q3 		$4.28M Buy
13,606
+29
+0.2% +$8.78K 0.09% 40
2024
Q2 		$4.04M Buy
13,577
+22
+0.2% +$6.32K 0.09% 36
2024
Q1 		$3.9M Buy
13,555
+26
+0.2% +$7.13K 0.07% 33
2023
Q4 		$3.55M Sell
13,529
-15,172
-53% -$3.71M 0.07% 28
2023
Q3 		$6.74M Hold
28,701
– – 0.13% 21
2023
Q2 		$7M Sell
28,701
-2,852
-9% -$657K 0.12% 22
2023
Q1 		$7.11M Hold
31,553
– – 0.11% 21
2022
Q4 		$6.64M Sell
31,553
-657
-2% -$139K 0.1% 22
2022
Q3 		$6.36M Sell
32,210
-864
-3% -$189K 0.08% 26
2022
Q2 		$6.87M Sell
33,074
-25,172
-43% -$5.69M 0.08% 25
2022
Q1 		$14.6M Buy
58,246
+152
+0.3% +$37.5K 0.11% 22
2021
Q4 		$17.8M Buy
58,094
+150
+0.3% +$38.6K 0.11% 27
2021
Q3 		$14M Sell
57,944
-28,025
-33% -$6.97M 0.08% 24
2021
Q2 		$20.8M Hold
85,969
– – 0.14% 22
2021
Q1 		$19M Sell
85,969
-1,625
-2% -$356K 0.21% 16
2020
Q4 		$18.6M Buy
87,594
+277
+0.3% +$55.3K 0.46% 19
2020
Q3 		$16.3M Sell
87,317
-11,056
-11% -$2.04M 0.95% 21
2020
Q2 		$16.9M Buy
98,373
+525
+0.5% +$84.9K 1.19% 16
2020
Q1 		$13.8M Buy
97,848
+1,518
+2% +$257K 1.25% 19
2019
Q4 		$17.2M Buy
96,330
+997
+1% +$170K 1.28% 18
2019
Q3 		$15.7M Sell
95,333
-28,947
-23% -$4.75M 0.63% 19
2019
Q2 		$20.2M Buy
124,280
+10,366
+9% +$1.66M 1.25% 12
2019
Q1 		$17.9M Sell
113,914
-1,093
-1% -$165K 1.91% 12
2018
Q4 		$15.9M Buy
115,007
+23,400
+26% +$3.5M 2.25% 10
2018
Q3 		$14.9M Sell
91,607
-4,996
-5% -$793K 1.57% 12
2018
Q2 		$14.7M Sell
96,603
-256,263
-73% -$38.6M 1.81% 11
2018
Q1 		$51.8M Buy
352,866
+22,247
+7% +$3.38M 5.85% 6
2017
Q4 		$49.1M Sell
330,619
-2,343
-0.7% -$339K 5.07% 7
2017
Q3 		$46.6M Sell
332,962
-1,301
-0.4% -$179K 4.64% 7
2017
Q2 		$45.2M Sell
334,263
-3,610
-1% -$482K 4.46% 6
2017
Q1 		$44.3M Sell
337,873
-28,895
-8% -$3.74M 4.94% 6
2016
Q4 		$45.6M Buy
366,768
+30,605
+9% +$3.72M 5.38% 6
2016
Q3 		$40.5M Sell
336,163
-16,125
-5% -$1.94M 8.26% 4
2016
Q2 		$41.2M Sell
352,288
-8,699
-2% -$1M 8.72% 4
2016
Q1 		$41.2M Buy
360,987
+2,493
+0.7% +$269K 7.65% 4
2015
Q4 		$40.6M Buy
358,494
+14,410
+4% +$1.65M 7.62% 4
2015
Q3 		$36.8M Buy
344,084
+48,940
+17% +$5.56M 7.27% 5
2015
Q2 		$34.2M Buy
295,144
+39,070
+15% +$4.61M 6.12% 5
2015
Q1 		$29.7M Buy
256,074
+102,403
+67% +$11.8M 5.66% 6
2014
Q4 		$17.6M Buy
153,671
+13,344
+10% +$1.5M 3.39% 6
2014
Q3 		$15.4M Buy
140,327
+7,658
+6% +$846K 3.47% 5
2014
Q2 		$14.6M Buy
132,669
+12,183
+10% +$1.3M 5.35% 4
2014
Q1 		$12.6M Buy
120,486
+54,408
+82% +$5.6M 5.54% 4
2013
Q4 		$6.82M Sell
66,078
-1,844
-3% -$182K 3.49% 6
2013
Q3 		$6.4M Buy
+67,922
New +$6.35M 4.63% 7

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Iconiq Capital's IWB Position: Q1 2026 in Review

Iconiq Capital held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 13,096 shares worth $4.67M. The position accounts for 0.1% of the portfolio, ranked #39.

Iconiq Capital first reported a position in IWB in Q3 2013 and has held it in 51 quarters since. The position peaked at $51.8M in Q1 2018. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Iconiq Capital held 13,096 shares of iShares Russell 1000 ETF worth $4.67M as of Q1 2026.
  • Iconiq Capital left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.1% of Iconiq Capital's portfolio in Q1 2026, its #39 holding.
  • Iconiq Capital first reported a position in iShares Russell 1000 ETF in Q3 2013 and has held it in 51 quarters since.
  • Iconiq Capital's iShares Russell 1000 ETF position peaked at $51.8M in Q1 2018.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Iconiq Capital's 13F filing for Q1 2026, filed 15 May 2026.