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

IEQ 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 		$202M Sell
492,609
-22,679
-4% -$8.99M 0.93% 18
2026
Q1 		$184M Buy
515,288
+27,562
+6% +$10.3M 0.85% 19
2025
Q4 		$182M Buy
487,726
+37,631
+8% +$13.9M 0.55% 22
2025
Q3 		$165M Buy
450,095
+30,677
+7% +$10.8M 0.5% 22
2025
Q2 		$142M Buy
419,418
+37,783
+10% +$11.9M 0.87% 20
2025
Q1 		$117M Buy
381,635
+243,360
+176% +$78.7M 0.93% 18
2024
Q4 		$44.5M Buy
138,275
+16,505
+14% +$5.35M 0.43% 36
2024
Q3 		$38.3M Sell
121,770
-1,014
-0.8% -$307K 0.47% 35
2024
Q2 		$36.5M Buy
122,784
+17,973
+17% +$5.16M 0.49% 32
2024
Q1 		$30.2M Buy
104,811
+3,022
+3% +$828K 0.43% 33
2023
Q4 		$26.7M Buy
101,789
+3,564
+4% +$873K 0.44% 38
2023
Q3 		$23.1M Sell
98,225
-2,586
-3% -$633K 0.47% 37
2023
Q2 		$24.6M Buy
100,811
+12,604
+14% +$2.9M 0.5% 36
2023
Q1 		$19.9M Buy
88,207
+968
+1% +$213K 0.46% 39
2022
Q4 		$18.4M Buy
87,239
+1,534
+2% +$325K 0.51% 32
2022
Q3 		$16.9M Sell
85,705
-29,355
-26% -$6.44M 0.46% 37
2022
Q2 		$23.9M Sell
115,060
-537
-0.5% -$121K 0.72% 25
2022
Q1 		$28.9M Sell
115,597
-1,318
-1% -$325K 0.69% 26
2021
Q4 		$30.9M Buy
116,915
+21,382
+22% +$5.5M 0.71% 24
2021
Q3 		$23.1M Buy
95,533
+527
+0.6% +$131K 0.61% 27
2021
Q2 		$23M Buy
95,006
+5
+0% +$1.18K 0.68% 25
2021
Q1 		$21.3M Buy
95,001
+766
+0.8% +$168K 0.88% 22
2020
Q4 		$20M Buy
94,235
+190
+0.2% +$37.9K 0.89% 24
2020
Q3 		$17.6M Sell
94,045
-169
-0.2% -$31.2K 0.95% 19
2020
Q2 		$16.2M Sell
94,214
-8,971
-9% -$1.45M 1.05% 19
2020
Q1 		$14.6M Buy
103,185
+41,770
+68% +$7.06M 1.17% 18
2019
Q4 		$11M Buy
+61,415
New +$10.5M 0.96% 21

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IEQ Capital's IWB Position: Q2 2026 in Review

IEQ Capital reduced its iShares Russell 1000 ETF (IWB) stake by 4.4% in Q2 2026, selling an estimated $8.99M and leaving 492,609 shares worth $202M. The position accounts for 0.93% of the portfolio, ranked #18.

IEQ Capital first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • IEQ Capital held 492,609 shares of iShares Russell 1000 ETF worth $202M as of Q2 2026.
  • IEQ Capital sold 22,679 iShares Russell 1000 ETF shares in Q2 2026, an estimated $8.99M.
  • iShares Russell 1000 ETF made up 0.93% of IEQ Capital's portfolio in Q2 2026, its #18 holding.
  • IEQ Capital first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.