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Karpus Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Karpus Investment Management’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 		$30.3M Buy
85,096
+98
+0.1% +$36.5K 0.95% 21
2025
Q4 		$31.7M Sell
84,998
-779
-0.9% -$289K 0.97% 30
2025
Q3 		$31.3M Buy
85,777
+309
+0.4% +$109K 0.99% 31
2025
Q2 		$29M Buy
85,468
+49,018
+134% +$15.4M 0.94% 27
2025
Q1 		$11.2M Buy
+36,450
New +$11.8M 0.36% 73
2023
Q4 		– Sell
-2,478
Closed -$582K – 270
2023
Q3 		$582K Sell
2,478
-225
-8% -$55.1K 0.02% 228
2023
Q2 		$659K Sell
2,703
-7,352
-73% -$1.69M 0.02% 257
2023
Q1 		$2.26M Sell
10,055
-3,028
-23% -$666K 0.07% 194
2022
Q4 		$2.75M Sell
13,083
-159,355
-92% -$33.7M 0.09% 180
2022
Q3 		$34M Sell
172,438
-47,438
-22% -$10.4M 1.19% 9
2022
Q2 		$45.7M Sell
219,876
-28,312
-11% -$6.4M 1.54% 10
2022
Q1 		$62.1M Buy
248,188
+20,050
+9% +$4.95M 1.89% 8
2021
Q4 		$60.3M Sell
228,138
-46,783
-17% -$12M 1.73% 9
2021
Q3 		$66.5M Buy
274,921
+5,451
+2% +$1.36M 1.98% 10
2021
Q2 		$65.2M Buy
269,470
+3,468
+1% +$817K 1.93% 11
2021
Q1 		$59.5M Buy
266,002
+22,497
+9% +$4.93M 1.8% 11
2020
Q4 		$51.6M Buy
243,505
+48,872
+25% +$9.75M 1.62% 16
2020
Q3 		$36.4M Buy
194,633
+7,976
+4% +$1.47M 1.32% 16
2020
Q2 		$32M Buy
186,657
+174,812
+1,476% +$28.3M 1.21% 17
2020
Q1 		$1.68M Buy
+11,845
New +$2M 0.06% 137

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

Karpus Investment Management's IWB Position: Q1 2026 in Review

Karpus Investment Management increased its iShares Russell 1000 ETF (IWB) stake by 0.12% in Q1 2026, buying an estimated $36.5K and bringing the position to 85,096 shares worth $30.3M. The position accounts for 0.95% of the portfolio, ranked #21.

Karpus Investment Management first reported a position in IWB in Q1 2020 and has held it in 20 quarters since. The position peaked at $66.5M in Q3 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Karpus Investment Management held 85,096 shares of iShares Russell 1000 ETF worth $30.3M as of Q1 2026.
  • Karpus Investment Management bought 98 iShares Russell 1000 ETF shares in Q1 2026, an estimated $36.5K.
  • iShares Russell 1000 ETF made up 0.95% of Karpus Investment Management's portfolio in Q1 2026, its #21 holding.
  • Karpus Investment Management first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 20 quarters since.
  • Karpus Investment Management's iShares Russell 1000 ETF position peaked at $66.5M in Q3 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.