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 Q2	$332K	Hold	810	–	–	0.14%	107
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kapstone Financial Advisors's IWB Position: Q2 2026 in Review

Kapstone Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 810 shares worth $332K. The position accounts for 0.14% of the portfolio, ranked #107.

Kapstone Financial Advisors first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Kapstone Financial Advisors held 810 shares of iShares Russell 1000 ETF worth $332K as of Q2 2026.
Kapstone Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.14% of Kapstone Financial Advisors's portfolio in Q2 2026, its #107 holding.
Kapstone Financial Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.