Sonata Capital Group
IWB icon

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

Sonata 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
Q3 		– Sell
-500
Closed -$205K – 131
2026
Q2 		$205K Buy
+500
New +$198K 0.07% 128

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sonata Capital Group's IWB Position: Q3 2026 in Review

Sonata Capital Group sold out of iShares Russell 1000 ETF (IWB) in Q3 2026, closing a stake of 500 shares — an estimated $205K sold.

Sonata Capital Group first reported a position in IWB in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 1,189 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Sonata Capital Group reported no remaining iShares Russell 1000 ETF position as of Q3 2026 after selling out during the quarter.
  • Sonata Capital Group sold 500 iShares Russell 1000 ETF shares in Q3 2026, an estimated $205K.
  • Sonata Capital Group first reported a position in iShares Russell 1000 ETF in Q2 2026 and held it in 1 quarter.
  • Sonata Capital Group's iShares Russell 1000 ETF position peaked at $205K in Q2 2026.
  • 1,189 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.