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

Opus Capital 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
Q1 		$27.8M Sell
78,036
-638
-0.8% -$238K 2.99% 11
2025
Q4 		$29.4M Sell
78,674
-860
-1% -$319K 3.18% 12
2025
Q3 		$29.1M Sell
79,534
-548
-0.7% -$193K 3.27% 11
2025
Q2 		$27.2M Sell
80,082
-501
-0.6% -$157K 3.26% 11
2025
Q1 		$24.7M Sell
80,583
-1,197
-1% -$387K 3.18% 11
2024
Q4 		$26.3M Sell
81,780
-342
-0.4% -$111K 3.35% 10
2024
Q3 		$25.8M Sell
82,122
-64
-0.1% -$19.4K 3.23% 11
2024
Q2 		$24.5M Sell
82,186
-111
-0.1% -$31.9K 3.49% 10
2024
Q1 		$23.7M Sell
82,297
-944
-1% -$259K 3.46% 9
2023
Q4 		$21.8M Sell
83,241
-501
-0.6% -$123K 3.55% 9
2023
Q3 		$19.7M Sell
83,742
-125
-0.1% -$30.6K 3.49% 9
2023
Q2 		$20.4M Hold
83,867
– – 3.54% 9
2023
Q1 		$18.9M Sell
83,867
-874
-1% -$192K 3.46% 8
2022
Q4 		$17.8M Sell
84,741
-227
-0.3% -$48.1K 3.46% 9
2022
Q3 		$16.8M Sell
84,968
-551
-0.6% -$121K 3.63% 8
2022
Q2 		$17.8M Sell
85,519
-1,624
-2% -$367K 3.6% 9
2022
Q1 		$21.8M Buy
87,143
+814
+0.9% +$201K 4.25% 6
2021
Q4 		$22.8M Buy
86,329
+112
+0.1% +$28.8K 4.72% 5
2021
Q3 		$20.8M Sell
86,217
-4,152
-5% -$1.03M 4.72% 6
2021
Q2 		$21.9M Sell
90,369
-989
-1% -$233K 4.97% 6
2021
Q1 		$20.4M Sell
91,358
-20
-0% -$4.38K 4.91% 6
2020
Q4 		$19.4M Buy
91,378
+27
+0% +$5.39K 4.92% 6
2020
Q3 		$17.1M Sell
91,351
-374
-0.4% -$69.1K 4.99% 6
2020
Q2 		$15.7M Sell
91,725
-1,270
-1% -$205K 4.82% 7
2020
Q1 		$13.2M Buy
92,995
+34,246
+58% +$5.79M 4.66% 7
2019
Q4 		$10.5M Sell
58,749
-235
-0.4% -$40.1K 3.08% 10
2019
Q3 		$9.71M Sell
58,984
-4,669
-7% -$766K 2.99% 11
2019
Q2 		$10.4M Sell
63,653
-410
-0.6% -$65.6K 3.11% 8
2019
Q1 		$10.1M Sell
64,063
-18
-0% -$2.72K 2.69% 9
2018
Q4 		$8.89M Buy
64,081
+6,125
+11% +$916K 1.85% 9
2018
Q3 		$9.37M Sell
57,956
-32
-0.1% -$5.08K 2.11% 9
2018
Q2 		$8.81M Hold
57,988
– – 2.16% 8
2018
Q1 		$8.52M Sell
57,988
-459
-0.8% -$69.7K 2.14% 8
2017
Q4 		$8.69M Sell
58,447
-184
-0.3% -$26.6K 1.91% 8
2017
Q3 		$8.2M Sell
58,631
-122
-0.2% -$16.7K 1.87% 7
2017
Q2 		$7.95M Sell
58,753
-152
-0.3% -$20.3K 1.56% 7
2017
Q1 		$7.73M Sell
58,905
-958
-2% -$124K 1.03% 20
2016
Q4 		$7.45M Sell
59,863
-55
-0.1% -$6.69K 1.1% 39
2016
Q3 		$7.22M Sell
59,918
-156
-0.3% -$18.8K 1.49% 6
2016
Q2 		$7.02M Sell
60,074
-255
-0.4% -$29.4K 1.56% 6
2016
Q1 		$6.88M Sell
60,329
-13,052
-18% -$1.41M 1.52% 7
2015
Q4 		$8.31M Sell
73,381
-32
-0% -$3.66K 1.4% 9
2015
Q3 		$7.86M Buy
73,413
+16,604
+29% +$1.89M 1.33% 14
2015
Q2 		$6.59M Sell
56,809
-69
-0.1% -$8.14K 1.03% 20
2015
Q1 		$6.59M Sell
56,878
-669
-1% -$77.3K 1.04% 24
2014
Q4 		$6.6M Sell
57,547
-590
-1% -$66.1K 0.96% 37
2014
Q3 		$6.39M Sell
58,137
-150
-0.3% -$16.6K 0.88% 42
2014
Q2 		$6.42M Sell
58,287
-1,503
-3% -$160K 0.45% 73
2014
Q1 		$6.26M Sell
59,790
-130
-0.2% -$13.4K 0.45% 67
2013
Q4 		$6.18M Sell
59,920
-476
-0.8% -$47.1K 0.34% 72
2013
Q3 		$5.69M Sell
60,396
-795
-1% -$74.3K 0.32% 72
2013
Q2 		$5.5M Buy
+61,191
New +$5.48M 0.34% 69

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

Opus Capital Group's IWB Position: Q1 2026 in Review

Opus Capital Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.81% in Q1 2026, selling an estimated $238K and leaving 78,036 shares worth $27.8M. The position accounts for 2.99% of the portfolio, ranked #11.

Opus Capital Group first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.4M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Opus Capital Group held 78,036 shares of iShares Russell 1000 ETF worth $27.8M as of Q1 2026.
  • Opus Capital Group sold 638 iShares Russell 1000 ETF shares in Q1 2026, an estimated $238K.
  • iShares Russell 1000 ETF made up 2.99% of Opus Capital Group's portfolio in Q1 2026, its #11 holding.
  • Opus Capital Group first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Opus Capital Group's iShares Russell 1000 ETF position peaked at $29.4M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.