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

QRG 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 		$2.93M Sell
7,145
-14,523
-67% -$5.76M 0.02% 392
2026
Q1 		$7.73M Sell
21,668
-20,627
-49% -$7.69M 0.08% 212
2025
Q4 		$15.8M Buy
42,295
+31,323
+285% +$11.6M 0.18% 114
2025
Q3 		$4.01M Buy
10,972
+4,209
+62% +$1.48M 0.05% 276
2025
Q2 		$2.3M Sell
6,763
-7,141
-51% -$2.24M 0.02% 450
2025
Q1 		$4.26M Sell
13,904
-7,487
-35% -$2.42M 0.04% 329
2024
Q4 		$6.89M Buy
21,391
+18,583
+662% +$6.02M 0.07% 236
2024
Q3 		$883K Sell
2,808
-913
-25% -$276K 0.01% 618
2024
Q2 		$1.11M Sell
3,721
-2,402
-39% -$690K 0.01% 537
2024
Q1 		$1.76M Sell
6,123
-28,175
-82% -$7.72M 0.02% 440
2023
Q4 		$9M Buy
34,298
+32,050
+1,426% +$7.85M 0.13% 165
2023
Q3 		$528K Buy
+2,248
New +$550K 0.01% 646

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

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

QRG Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 67% in Q2 2026, selling an estimated $5.76M and leaving 7,145 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #392.

QRG Capital Management first reported a position in IWB in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.8M in Q4 2025. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • QRG Capital Management held 7,145 shares of iShares Russell 1000 ETF worth $2.93M as of Q2 2026.
  • QRG Capital Management sold 14,523 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.76M.
  • iShares Russell 1000 ETF made up 0.02% of QRG Capital Management's portfolio in Q2 2026, its #392 holding.
  • QRG Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 12 quarters since.
  • QRG Capital Management's iShares Russell 1000 ETF position peaked at $15.8M in Q4 2025.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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