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Kavar Capital Partners Group’s iShares Russell 1000 ETF IWB Stock Holding History

Kavar Capital Partners Group’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 		$883K Hold
2,157
– – 0.11% 107
2026
Q1 		$769K Sell
2,157
-10
-0.5% -$3.73K 0.1% 115
2025
Q4 		$809K Hold
2,167
– – 0.11% 104
2025
Q3 		$792K Hold
2,167
– – 0.11% 109
2025
Q2 		$736K Hold
2,167
– – 0.11% 112
2025
Q1 		$665K Hold
2,167
– – 0.11% 109
2024
Q4 		$698K Hold
2,167
– – 0.12% 107
2024
Q3 		$681K Hold
2,167
– – 0.11% 112
2024
Q2 		$645K Sell
2,167
-20
-0.9% -$5.74K 0.12% 102
2024
Q1 		$630K Sell
2,187
-15
-0.7% -$4.11K 0.12% 102
2023
Q4 		$577K Sell
2,202
-139
-6% -$34K 0.06% 126
2023
Q3 		$550K Sell
2,341
-65
-3% -$15.9K 0.12% 104
2023
Q2 		$586K Sell
2,406
-137
-5% -$31.6K 0.13% 95
2023
Q1 		$573K Sell
2,543
-118
-4% -$26K 0.12% 98
2022
Q4 		$560K Sell
2,661
-231
-8% -$48.9K 0.13% 91
2022
Q3 		$571K Buy
2,892
+125
+5% +$27.4K 0.15% 93
2022
Q2 		$575K Sell
2,767
-107
-4% -$24.2K 0.13% 103
2022
Q1 		$719K Buy
2,874
+106
+4% +$26.2K 0.16% 96
2021
Q4 		$732K Hold
2,768
– – 0.15% 96
2021
Q3 		$669K Buy
2,768
+17
+0.6% +$4.23K 0.15% 105
2021
Q2 		$666K Hold
2,751
– – 0.16% 101
2021
Q1 		$616K Sell
2,751
-33
-1% -$7.22K 0.17% 96
2020
Q4 		$590K Sell
2,784
-57
-2% -$11.4K 0.17% 98
2020
Q3 		$532K Sell
2,841
-128
-4% -$23.6K 0.18% 96
2020
Q2 		$510K Buy
2,969
+30
+1% +$4.85K 0.2% 88
2020
Q1 		$416K Buy
+2,939
New +$497K 0.2% 82

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 29.2% 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

Kavar Capital Partners Group's IWB Position: Q2 2026 in Review

Kavar Capital Partners Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,157 shares worth $883K. The position accounts for 0.11% of the portfolio, ranked #107.

Kavar Capital Partners Group first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Kavar Capital Partners Group held 2,157 shares of iShares Russell 1000 ETF worth $883K as of Q2 2026.
  • Kavar Capital Partners Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.11% of Kavar Capital Partners Group's portfolio in Q2 2026, its #107 holding.
  • Kavar Capital Partners Group first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.