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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
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

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

JB Capital's IWB Position: Q1 2026 in Review

JB Capital increased its iShares Russell 1000 ETF (IWB) stake by 0.11% in Q1 2026, buying an estimated $745 and bringing the position to 1,833 shares worth $654K. The position accounts for 0.03% of the portfolio, ranked #163.

JB Capital first reported a position in IWB in Q3 2021 and has held it in 14 quarters since. The position peaked at $684K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • JB Capital held 1,833 shares of iShares Russell 1000 ETF worth $654K as of Q1 2026.
  • JB Capital bought 2 iShares Russell 1000 ETF shares in Q1 2026, an estimated $745.
  • iShares Russell 1000 ETF made up 0.03% of JB Capital's portfolio in Q1 2026, its #163 holding.
  • JB Capital first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 14 quarters since.
  • JB Capital's iShares Russell 1000 ETF position peaked at $684K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.