Wedmont Private Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Wedmont Private Capital’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	$1.94M	Buy	4,708 +672	+17%	+$266K	0.05%	193
2026 Q1	$1.5M	Sell	4,036 -444	-10%	-$165K	0.05%	222
2025 Q4	$1.69M	Sell	4,480 -354	-7%	-$131K	0.06%	185
2025 Q3	$1.78M	Buy	4,834 +6	+0.1%	+$2.11K	0.07%	179
2025 Q2	$1.66M	Buy	4,828 +444	+10%	+$139K	0.07%	178
2025 Q1	$1.28M	Sell	4,384 -3,728	-46%	-$1.21M	0.07%	186
2024 Q4	$2.59M	Buy	8,112 +189	+2%	+$61.2K	0.14%	88
2024 Q3	$2.47M	Buy	7,923 +5	+0.1%	+$1.51K	0.14%	87
2024 Q2	$2.43M	Buy	7,918 +4,102	+107%	+$1.18M	0.15%	85
2024 Q1	$1.09M	Buy	3,816 +4	+0.1%	+$1.1K	0.08%	170
2023 Q4	$997K	Buy	3,812 +4	+0.1%	+$979	0.08%	162
2023 Q3	$904K	Buy	3,808 +6	+0.2%	+$1.47K	0.09%	141
2023 Q2	$940K	Buy	3,802 +206	+6%	+$47.4K	0.1%	133
2023 Q1	$809K	Buy	3,596 +5	+0.1%	+$1.1K	0.11%	141
2022 Q4	$766K	Buy	3,591 +224	+7%	+$47.4K	0.11%	140
2022 Q3	$664K	Sell	3,367 -200	-6%	-$43.9K	0.13%	122
2022 Q2	$741K	Buy	3,567 +16	+0.5%	+$3.62K	0.16%	99
2022 Q1	$899K	Buy	3,551 +2,326	+190%	+$574K	0.2%	83
2021 Q4	$316K	Buy	+1,225	New	+$315K	0.1%	161

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wedmont Private Capital's IWB Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Russell 1000 ETF (IWB) stake by 17% in Q2 2026, buying an estimated $266K and bringing the position to 4,708 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #193.

Wedmont Private Capital first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.59M in Q4 2024. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Wedmont Private Capital held 4,708 shares of iShares Russell 1000 ETF worth $1.94M as of Q2 2026.
Wedmont Private Capital bought 672 iShares Russell 1000 ETF shares in Q2 2026, an estimated $266K.
iShares Russell 1000 ETF made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #193 holding.
Wedmont Private Capital first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
Wedmont Private Capital's iShares Russell 1000 ETF position peaked at $2.59M in Q4 2024.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.