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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 1,550 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.
  • 1,550 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.