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Kovack Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Kovack 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 		$2.61M Buy
7,276
+18
+0.2% +$6.71K 0.14% 137
2025
Q4 		$2.71M Sell
7,258
-229
-3% -$84.8K 0.13% 142
2025
Q3 		$2.74M Sell
7,487
-351
-4% -$124K 0.26% 74
2025
Q2 		$2.66M Sell
7,838
-16
-0.2% -$5.02K 0.26% 80
2025
Q1 		$2.41M Sell
7,854
-88
-1% -$28.5K 0.26% 79
2024
Q4 		$2.56M Buy
7,942
+60
+0.8% +$19.4K 0.25% 74
2024
Q3 		$2.48M Buy
7,882
+100
+1% +$30.3K 0.26% 80
2024
Q2 		$2.32M Hold
7,782
– – 0.25% 88
2024
Q1 		$2.24M Sell
7,782
-292
-4% -$80K 0.27% 78
2023
Q4 		$2.12M Sell
8,074
-196
-2% -$48K 0.25% 85
2023
Q3 		$1.94M Buy
8,270
+307
+4% +$75.2K 0.27% 76
2023
Q2 		$1.94M Buy
7,963
+139
+2% +$32K 0.25% 81
2023
Q1 		$1.76M Sell
7,824
-152
-2% -$33.5K 0.24% 93
2022
Q4 		$1.68M Buy
7,976
+672
+9% +$142K 0.25% 94
2022
Q3 		$1.44M Sell
7,304
-399
-5% -$87.5K 0.21% 105
2022
Q2 		$1.6M Hold
7,703
– – 0.21% 108
2022
Q1 		$1.93M Sell
7,703
-76
-1% -$18.8K 0.2% 110
2021
Q4 		$2.06M Sell
7,779
-80
-1% -$20.6K 0.2% 118
2021
Q3 		$1.9M Sell
7,859
-781
-9% -$194K 0.21% 126
2021
Q2 		$2.09M Buy
8,640
+249
+3% +$58.7K 0.24% 108
2021
Q1 		$1.88M Buy
+8,391
New +$1.84M 0.24% 109

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

Kovack Advisors's IWB Position: Q1 2026 in Review

Kovack Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.25% in Q1 2026, buying an estimated $6.71K and bringing the position to 7,276 shares worth $2.61M. The position accounts for 0.14% of the portfolio, ranked #137.

Kovack Advisors first reported a position in IWB in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.74M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Kovack Advisors held 7,276 shares of iShares Russell 1000 ETF worth $2.61M as of Q1 2026.
  • Kovack Advisors bought 18 iShares Russell 1000 ETF shares in Q1 2026, an estimated $6.71K.
  • iShares Russell 1000 ETF made up 0.14% of Kovack Advisors's portfolio in Q1 2026, its #137 holding.
  • Kovack Advisors first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Kovack Advisors's iShares Russell 1000 ETF position peaked at $2.74M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.