U.S. Capital Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$653K	Buy	1,831 +172	+10%	+$64.1K	0.02%	617
2025 Q4	$620K	Sell	1,659 -90	-5%	-$33.3K	0.02%	606
2025 Q3	$639K	Sell	1,749 -87	-5%	-$30.6K	0.02%	575
2025 Q2	$623K	Sell	1,836 -63	-3%	-$19.8K	0.02%	544
2025 Q1	$582K	Buy	1,899 +285	+18%	+$92.2K	0.02%	553
2024 Q4	$520K	Sell	1,614 -31	-2%	-$10K	0.02%	552
2024 Q3	$517K	Buy	1,645 +88	+6%	+$26.6K	0.02%	466
2024 Q2	$463K	Hold	1,557	–	–	0.02%	473
2024 Q1	$448K	Sell	1,557 -61	-4%	-$16.7K	0.02%	482
2023 Q4	$424K	Sell	1,618 -419	-21%	-$103K	0.02%	482
2023 Q3	$479K	Sell	2,037 -466	-19%	-$114K	0.02%	441
2023 Q2	$610K	Sell	2,503 -23	-0.9%	-$5.3K	0.03%	406
2023 Q1	$569K	Buy	2,526 +98	+4%	+$21.6K	0.03%	404
2022 Q4	$511K	Sell	2,428 -24	-1%	-$5.08K	0.02%	445
2022 Q3	$484K	Sell	2,452 -52	-2%	-$11.4K	0.02%	448
2022 Q2	$520K	Buy	2,504 +373	+18%	+$84.3K	0.02%	444
2022 Q1	$533K	Buy	2,131 +167	+9%	+$41.2K	0.02%	501
2021 Q4	$519K	Buy	+1,964	New	+$506K	0.02%	503

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

U.S. Capital Wealth Advisors's IWB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, buying an estimated $64.1K and bringing the position to 1,831 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #617.

U.S. Capital Wealth Advisors first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

U.S. Capital Wealth Advisors held 1,831 shares of iShares Russell 1000 ETF worth $653K as of Q1 2026.
U.S. Capital Wealth Advisors bought 172 iShares Russell 1000 ETF shares in Q1 2026, an estimated $64.1K.
iShares Russell 1000 ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #617 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.