Kapstone Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Kapstone Financial Advisors’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	$289K	Hold	810	–	–	0.14%	102
2025 Q4	$302K	Hold	810	–	–	0.15%	80
2025 Q3	$296K	Buy	810 +110	+16%	+$38.7K	0.14%	77
2025 Q2	$238K	Hold	700	–	–	0.12%	96
2025 Q1	$215K	Hold	700	–	–	0.12%	97
2024 Q4	$232K	Hold	700	–	–	0.12%	95
2024 Q3	$219K	Hold	700	–	–	0.13%	98
2024 Q2	$208K	Hold	700	–	–	0.14%	97
2024 Q1	$202K	Buy	+700	New	+$192K	0.14%	101

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kapstone Financial Advisors's IWB Position: Q1 2026 in Review

Kapstone Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 810 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #102.

Kapstone Financial Advisors first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $302K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Kapstone Financial Advisors held 810 shares of iShares Russell 1000 ETF worth $289K as of Q1 2026.
Kapstone Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.14% of Kapstone Financial Advisors's portfolio in Q1 2026, its #102 holding.
Kapstone Financial Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Kapstone Financial Advisors's iShares Russell 1000 ETF position peaked at $302K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.