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Prime Capital Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Prime Capital Investment 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 		$2.5M Sell
7,010
-562
-7% -$209K 0.03% 325
2025
Q4 		$2.83M Buy
7,572
+1,083
+17% +$401K 0.03% 291
2025
Q3 		$2.37M Buy
6,489
+242
+4% +$85.2K 0.03% 311
2025
Q2 		$2.12M Sell
6,247
-234
-4% -$73.5K 0.03% 320
2025
Q1 		$1.99M Buy
6,481
+2,579
+66% +$834K 0.02% 366
2024
Q4 		$1.26M Sell
3,902
-500
-11% -$162K 0.02% 385
2024
Q3 		$1.38M Buy
4,402
+36
+0.8% +$10.9K 0.02% 376
2024
Q2 		$1.3M Sell
4,366
-68,940
-94% -$19.8M 0.02% 389
2024
Q1 		$21.1M Buy
73,306
+58,260
+387% +$16M 0.29% 70
2023
Q4 		$3.95M Buy
15,046
+7,324
+95% +$1.79M 0.06% 220
2023
Q3 		$1.81M Buy
7,722
+4,157
+117% +$1.02M 0.04% 259
2023
Q2 		$869K Buy
3,565
+1,368
+62% +$315K 0.02% 383
2023
Q1 		$495K Sell
2,197
-870
-28% -$191K 0.02% 343
2022
Q4 		$646K Buy
3,067
+1,360
+80% +$288K 0.02% 294
2022
Q3 		$337K Buy
1,707
+703
+70% +$154K 0.02% 292
2022
Q2 		$209K Buy
+1,004
New +$227K 0.01% 349
2021
Q2 		– Sell
-428
Closed -$96K – 459
2021
Q1 		$96K Hold
428
– – 0.01% 283
2020
Q4 		$91K Hold
428
– – 0.01% 283
2020
Q3 		$80K Buy
428
+1
+0.2% +$185 0.01% 289
2020
Q2 		$73K Buy
427
+1
+0.2% +$162 0.01% 295
2020
Q1 		$60K Buy
+426
New +$72K 0.01% 273

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

Prime Capital Investment Advisors's IWB Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 7.4% in Q1 2026, selling an estimated $209K and leaving 7,010 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #325.

Prime Capital Investment Advisors first reported a position in IWB in Q1 2020 and has held it in 21 quarters since. The position peaked at $21.1M in Q1 2024. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Prime Capital Investment Advisors held 7,010 shares of iShares Russell 1000 ETF worth $2.5M as of Q1 2026.
  • Prime Capital Investment Advisors sold 562 iShares Russell 1000 ETF shares in Q1 2026, an estimated $209K.
  • iShares Russell 1000 ETF made up 0.03% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #325 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 21 quarters since.
  • Prime Capital Investment Advisors's iShares Russell 1000 ETF position peaked at $21.1M in Q1 2024.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.