Quadcap Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Quadcap Wealth 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	$287K	Sell	701 -4	-0.6%	-$1.58K	0.03%	344
2026 Q1	$251K	Buy	705 +9	+1%	+$3.35K	0.03%	338
2025 Q4	$260K	Hold	696	–	–	0.03%	335
2025 Q3	$254K	Hold	696	–	–	0.03%	348
2025 Q2	$236K	Hold	696	–	–	0.03%	350
2025 Q1	$213K	Hold	696	–	–	0.03%	354
2024 Q4	$224K	Buy	+696	New	+$225K	0.03%	347
2024 Q3	–	Sell	-696	Closed	-$207K	–	389
2024 Q2	$207K	Hold	696	–	–	0.04%	363
2024 Q1	$200K	Buy	+696	New	+$191K	0.05%	317

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quadcap Wealth Management's IWB Position: Q2 2026 in Review

Quadcap Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.57% in Q2 2026, selling an estimated $1.58K and leaving 701 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #344.

Quadcap Wealth Management first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Quadcap Wealth Management held 701 shares of iShares Russell 1000 ETF worth $287K as of Q2 2026.
Quadcap Wealth Management sold 4 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.58K.
iShares Russell 1000 ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #344 holding.
Quadcap Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.