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

Next 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
Q1 		$4.26M Buy
11,952
+4
+0% +$1.49K 1.29% 21
2025
Q4 		$4.46M Buy
11,948
+31
+0.3% +$11.5K 1.43% 18
2025
Q3 		$4.36M Sell
11,917
-817
-6% -$288K 1.45% 18
2025
Q2 		$4.32M Buy
12,734
+6,889
+118% +$2.16M 1.6% 14
2025
Q1 		$1.79M Sell
5,845
-7,213
-55% -$2.33M 0.86% 27
2024
Q4 		$4.21M Buy
13,058
+109
+0.8% +$35.3K 1.7% 12
2024
Q3 		$4.07M Buy
+12,949
New +$3.92M 1.66% 13
2024
Q2 		– Sell
-13,135
Closed -$3.78M – 143
2024
Q1 		$3.78M Buy
13,135
+5,717
+77% +$1.57M 1.53% 18
2023
Q4 		$1.95M Sell
7,418
-161
-2% -$39.4K 0.83% 30
2023
Q3 		$1.78M Buy
7,579
+204
+3% +$49.9K 0.8% 31
2023
Q2 		$1.8M Buy
7,375
+759
+11% +$175K 0.83% 29
2023
Q1 		$1.49M Buy
6,616
+340
+5% +$74.8K 0.72% 31
2022
Q4 		$1.32M Buy
6,276
+1,095
+21% +$232K 0.71% 32
2022
Q3 		$1.02M Hold
5,181
– – 0.77% 32
2022
Q2 		$1.08M Hold
5,181
– – 0.78% 35
2022
Q1 		$1.3M Buy
5,181
+72
+1% +$17.8K 0.87% 27
2021
Q4 		$1.35M Hold
5,109
– – 0.91% 28
2021
Q3 		$1.24M Hold
5,109
– – 0.9% 31
2021
Q2 		$1.24M Hold
5,109
– – 0.79% 33
2021
Q1 		$1.14M Buy
5,109
+153
+3% +$33.5K 0.74% 34
2020
Q4 		$1.05M Buy
4,956
+57
+1% +$11.4K 0.74% 32
2020
Q3 		$917K Hold
4,899
– – 0.61% 35
2020
Q2 		$841K Sell
4,899
-11,025
-69% -$1.78M 0.59% 38
2020
Q1 		$1.82M Buy
+15,924
New +$2.69M 1.46% 22
2019
Q3 		– Sell
-1,414
Closed -$230K – 521
2019
Q2 		$230K Buy
1,414
+124
+10% +$19.9K 0.15% 78
2019
Q1 		$203K Sell
1,290
-11,381
-90% -$1.72M 0.17% 82
2018
Q4 		$1.49M Buy
+12,671
New +$1.9M 1.31% 21

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

Next Capital Management's IWB Position: Q1 2026 in Review

Next Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 0.03% in Q1 2026, buying an estimated $1.49K and bringing the position to 11,952 shares worth $4.26M. The position accounts for 1.29% of the portfolio, ranked #21.

Next Capital Management first reported a position in IWB in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.46M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Next Capital Management held 11,952 shares of iShares Russell 1000 ETF worth $4.26M as of Q1 2026.
  • Next Capital Management bought 4 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.49K.
  • iShares Russell 1000 ETF made up 1.29% of Next Capital Management's portfolio in Q1 2026, its #21 holding.
  • Next Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 27 quarters since.
  • Next Capital Management's iShares Russell 1000 ETF position peaked at $4.46M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.