JB Capital
IWB icon

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

JB 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
Q3 		$881K Buy
2,118
+2
+0.1% +$831 0.03% 145
2026
Q2 		$867K Buy
2,116
+283
+15% +$112K 0.03% 150
2026
Q1 		$654K Buy
1,833
+2
+0.1% +$745 0.03% 163
2025
Q4 		$684K Buy
1,831
+214
+13% +$79.3K 0.03% 163
2025
Q3 		$591K Buy
1,617
+117
+8% +$41.2K 0.03% 166
2025
Q2 		$509K Buy
1,500
+10
+0.7% +$3.14K 0.02% 164
2025
Q1 		$457K Buy
1,490
+236
+19% +$76.3K 0.03% 159
2024
Q4 		$404K Buy
1,254
+1
+0.1% +$324 0.02% 166
2024
Q3 		$394K Buy
1,253
+409
+48% +$124K 0.02% 166
2024
Q2 		$251K Sell
844
-10
-1% -$2.87K 0.02% 202
2024
Q1 		$246K Buy
854
+10
+1% +$2.74K 0.02% 202
2023
Q4 		$221K Buy
+844
New +$207K 0.02% 202
2023
Q3 		– Sell
-844
Closed -$206K – 182
2023
Q2 		$206K Buy
+844
New +$194K 0.02% 170
2022
Q2 		– Sell
-844
Closed -$211K – 240
2022
Q1 		$211K Buy
844
+1
+0.1% +$247 0.02% 231
2021
Q4 		$223K Sell
843
-1
-0.1% -$257 0.02% 238
2021
Q3 		$204K Buy
+844
New +$210K 0.03% 304

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

JB Capital's IWB Position: Q3 2026 in Review

JB Capital increased its iShares Russell 1000 ETF (IWB) stake by 0.09% in Q3 2026, buying an estimated $831 and bringing the position to 2,118 shares worth $881K. The position accounts for 0.03% of the portfolio, ranked #145.

JB Capital first reported a position in IWB in Q3 2021 and has held it in 16 quarters since. 539 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • JB Capital held 2,118 shares of iShares Russell 1000 ETF worth $881K as of Q3 2026.
  • JB Capital bought 2 iShares Russell 1000 ETF shares in Q3 2026, an estimated $831.
  • iShares Russell 1000 ETF made up 0.03% of JB Capital's portfolio in Q3 2026, its #145 holding.
  • JB Capital first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 16 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.