STALEY CAPITAL ADVISERS’s iShares Russell 1000 ETF IWB Stock Holding History

STALEY CAPITAL ADVISERS’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	$860K	Hold	2,100	–	–	0.03%	118
2026 Q1	$749K	Hold	2,100	–	–	0.03%	118
2025 Q4	$784K	Hold	2,100	–	–	0.03%	123
2025 Q3	$768K	Hold	2,100	–	–	0.03%	122
2025 Q2	$713K	Hold	2,100	–	–	0.03%	126
2025 Q1	$644K	Hold	2,100	–	–	0.03%	131
2024 Q4	$677K	Hold	2,100	–	–	0.03%	123
2024 Q3	$660K	Hold	2,100	–	–	0.03%	122
2024 Q2	$625K	Hold	2,100	–	–	0.03%	126
2024 Q1	$605K	Hold	2,100	–	–	0.03%	126
2023 Q4	$551K	Hold	2,100	–	–	0.03%	129
2023 Q3	$493K	Sell	2,100 -644	-23%	-$158K	0.03%	128
2023 Q2	$669K	Hold	2,744	–	–	0.04%	117
2023 Q1	$618K	Hold	2,744	–	–	0.03%	117
2022 Q4	$578K	Hold	2,744	–	–	0.03%	114
2022 Q3	$541K	Hold	2,744	–	–	0.03%	116
2022 Q2	$570K	Sell	2,744 -29	-1%	-$6.55K	0.03%	113
2022 Q1	$693K	Buy	2,773 +29	+1%	+$7.16K	0.04%	113
2021 Q4	$726K	Hold	2,744	–	–	0.03%	113
2021 Q3	$663K	Hold	2,744	–	–	0.04%	113
2021 Q2	$664K	Hold	2,744	–	–	0.03%	111
2021 Q1	$614K	Hold	2,744	–	–	0.03%	117
2020 Q4	$581K	Hold	2,744	–	–	0.04%	110
2020 Q3	$514K	Hold	2,744	–	–	0.04%	107
2020 Q2	$471K	Hold	2,744	–	–	0.03%	109
2020 Q1	$388K	Hold	2,744	–	–	0.03%	107
2019 Q4	$490K	Hold	2,744	–	–	0.03%	116
2019 Q3	$451K	Hold	2,744	–	–	0.03%	116
2019 Q2	$447K	Hold	2,744	–	–	0.03%	116
2019 Q1	$432K	Hold	2,744	–	–	0.03%	113
2018 Q4	$381K	Hold	2,744	–	–	0.03%	118
2018 Q3	$444K	Hold	2,744	–	–	0.03%	113
2018 Q2	$417K	Hold	2,744	–	–	0.03%	114
2018 Q1	$403K	Hold	2,744	–	–	0.03%	109
2017 Q4	$408K	Hold	2,744	–	–	0.03%	111
2017 Q3	$384K	Hold	2,744	–	–	0.03%	116
2017 Q2	$371K	Hold	2,744	–	–	0.03%	118
2017 Q1	$360K	Sell	2,744 -5,180	-65%	-$671K	0.03%	101
2016 Q4	$986K	Sell	7,924 -431	-5%	-$52.4K	0.09%	66
2016 Q3	$1.01M	Buy	8,355 +4,425	+113%	+$532K	0.1%	61
2016 Q2	$459K	Buy	+3,930	New	+$453K	0.05%	80
2014 Q2	–	Sell	-11,076	Closed	-$1.16M	–	130
2014 Q1	$1.16M	Hold	11,076	–	–	0.15%	60
2013 Q4	$1.14M	Buy	+11,076	New	+$1.1M	0.16%	60

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 29.2% 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

STALEY CAPITAL ADVISERS's IWB Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,100 shares worth $860K. The position accounts for 0.03% of the portfolio, ranked #118.

STALEY CAPITAL ADVISERS first reported a position in IWB in Q4 2013 and has held it in 43 quarters since. The position peaked at $1.16M in Q1 2014. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

STALEY CAPITAL ADVISERS held 2,100 shares of iShares Russell 1000 ETF worth $860K as of Q2 2026.
STALEY CAPITAL ADVISERS left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #118 holding.
STALEY CAPITAL ADVISERS first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 43 quarters since.
STALEY CAPITAL ADVISERS's iShares Russell 1000 ETF position peaked at $1.16M in Q1 2014.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.