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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
Q2 		$30.5M Sell
74,490
-10,606
-12% -$4.2M 0.88% 26
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Karpus Investment Management's IWB Position: Q2 2026 in Review

Karpus Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 12% in Q2 2026, selling an estimated $4.2M and leaving 74,490 shares worth $30.5M. The position accounts for 0.88% of the portfolio, ranked #26.

Karpus Investment Management first reported a position in IWB in Q1 2020 and has held it in 21 quarters since. The position peaked at $66.5M in Q3 2021. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Karpus Investment Management held 74,490 shares of iShares Russell 1000 ETF worth $30.5M as of Q2 2026.
  • Karpus Investment Management sold 10,606 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.2M.
  • iShares Russell 1000 ETF made up 0.88% of Karpus Investment Management's portfolio in Q2 2026, its #26 holding.
  • Karpus Investment Management first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 21 quarters since.
  • Karpus Investment Management's iShares Russell 1000 ETF position peaked at $66.5M in Q3 2021.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.