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United Capital Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

United Capital Financial 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 		$7.53M Sell
21,093
-883
-4% -$329K 0.05% 287
2025
Q4 		$8.21M Buy
21,976
+10,345
+89% +$3.83M 0.05% 281
2025
Q3 		$4.25M Buy
11,631
+46
+0.4% +$16.2K 0.03% 328
2025
Q2 		$3.93M Buy
11,585
+571
+5% +$179K 0.03% 313
2025
Q1 		$3.38M Sell
11,014
-168
-2% -$54.3K 0.03% 334
2024
Q4 		$3.6M Sell
11,182
-77
-0.7% -$24.9K 0.03% 312
2024
Q3 		$3.54M Sell
11,259
-3,991
-26% -$1.21M 0.03% 320
2024
Q2 		$4.54M Buy
15,250
+1,043
+7% +$299K 0.04% 275
2024
Q1 		$4.09M Sell
14,207
-5,476
-28% -$1.5M 0.03% 308
2023
Q4 		$5.16M Sell
19,683
-20,774
-51% -$5.09M 0.04% 282
2023
Q3 		$9.5M Sell
40,457
-3,424
-8% -$838K 0.06% 229
2023
Q2 		$10.7M Sell
43,881
-199
-0.5% -$45.8K 0.06% 229
2023
Q1 		$9.93M Sell
44,080
-2,966
-6% -$653K 0.06% 239
2022
Q4 		$9.9M Sell
47,046
-2,160
-4% -$457K 0.06% 250
2022
Q3 		$9.71M Sell
49,206
-4,495
-8% -$986K 0.06% 244
2022
Q2 		$11.2M Sell
53,701
-1,567
-3% -$354K 0.06% 246
2022
Q1 		$13.8M Sell
55,268
-8,642
-14% -$2.13M 0.07% 236
2021
Q4 		$16.9M Buy
63,910
+6,988
+12% +$1.8M 0.08% 224
2021
Q3 		$13.8M Sell
56,922
-831
-1% -$207K 0.07% 238
2021
Q2 		$14M Buy
57,753
+1,006
+2% +$237K 0.07% 239
2021
Q1 		$12.7M Sell
56,747
-9,282
-14% -$2.03M 0.07% 241
2020
Q4 		$14M Buy
66,029
+12,986
+24% +$2.59M 0.08% 220
2020
Q3 		$9.93M Sell
53,043
-258
-0.5% -$47.7K 0.06% 255
2020
Q2 		$9.15M Sell
53,301
-13,940
-21% -$2.26M 0.07% 265
2020
Q1 		$9.52M Buy
67,241
+3,545
+6% +$599K 0.08% 245
2019
Q4 		$11.4M Buy
63,696
+14,173
+29% +$2.42M 0.07% 292
2019
Q3 		$8.15M Buy
49,523
+10,961
+28% +$1.8M 0.06% 317
2019
Q2 		$6.28M Sell
38,562
-112
-0.3% -$17.9K 0.04% 378
2019
Q1 		$6.08M Sell
38,674
-24,215
-39% -$3.66M 0.04% 377
2018
Q4 		$8.63M Buy
62,889
+21,004
+50% +$3.14M 0.07% 274
2018
Q3 		$6.77M Buy
41,885
+1,371
+3% +$218K 0.05% 376
2018
Q2 		$6.16M Sell
40,514
-1,509
-4% -$227K 0.05% 374
2018
Q1 		$6.17M Sell
42,023
-688
-2% -$105K 0.05% 374
2017
Q4 		$6.37M Buy
42,711
+2,126
+5% +$308K 0.05% 371
2017
Q3 		$5.68M Buy
40,585
+16,288
+67% +$2.24M 0.05% 370
2017
Q2 		$3.29M Sell
24,297
-157
-0.6% -$21K 0.03% 457
2017
Q1 		$3.21M Sell
24,454
-3,000
-11% -$389K 0.03% 455
2016
Q4 		$3.42M Buy
27,454
+5,330
+24% +$648K 0.03% 450
2016
Q3 		$2.67M Sell
22,124
-841
-4% -$101K 0.03% 513
2016
Q2 		$2.69M Sell
22,965
-9,044
-28% -$1.04M 0.03% 493
2016
Q1 		$3.67M Sell
32,009
-27,256
-46% -$2.95M 0.04% 405
2015
Q4 		$6.71M Buy
59,265
+26,084
+79% +$2.98M 0.08% 277
2015
Q3 		$3.55M Buy
33,181
+4,929
+17% +$560K 0.04% 390
2015
Q2 		$3.28M Buy
28,252
+4,136
+17% +$488K 0.04% 460
2015
Q1 		$2.82M Buy
24,116
+9,080
+60% +$1.05M 0.03% 478
2014
Q4 		$1.72M Buy
15,036
+3,083
+26% +$346K 0.03% 512
2014
Q3 		$1.31M Sell
11,953
-331
-3% -$36.6K 0.02% 543
2014
Q2 		$1.35M Buy
12,284
+725
+6% +$77.1K 0.03% 493
2014
Q1 		$1.21M Sell
11,559
-560
-5% -$57.6K 0.03% 440
2013
Q4 		$1.25M Buy
12,119
+6,193
+105% +$613K 0.04% 307
2013
Q3 		$558K Sell
5,926
-7,219
-55% -$675K 0.02% 421
2013
Q2 		$1.18M Buy
+13,145
New +$1.18M 0.03% 380

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

United Capital Financial Advisors's IWB Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 4% in Q1 2026, selling an estimated $329K and leaving 21,093 shares worth $7.53M. The position accounts for 0.05% of the portfolio, ranked #287.

United Capital Financial Advisors first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.9M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • United Capital Financial Advisors held 21,093 shares of iShares Russell 1000 ETF worth $7.53M as of Q1 2026.
  • United Capital Financial Advisors sold 883 iShares Russell 1000 ETF shares in Q1 2026, an estimated $329K.
  • iShares Russell 1000 ETF made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #287 holding.
  • United Capital Financial Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's iShares Russell 1000 ETF position peaked at $16.9M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.