New Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

New Capital 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	$255K	Buy	+622	New	+$247K	0.06%	54

Other funds holding IWB

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

New Capital Management's IWB Position: Q2 2026 in Review

New Capital Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 622 shares worth $255K. The stake represents 0.06% of the portfolio and ranks #54 among its holdings.

746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

New Capital Management held 622 shares of iShares Russell 1000 ETF worth $255K as of Q2 2026.
iShares Russell 1000 ETF was a new New Capital Management position in Q2 2026.
iShares Russell 1000 ETF made up 0.06% of New Capital Management's portfolio in Q2 2026, its #54 holding.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.