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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
Q3 		$1.99M Buy
4,711
+3
+0.1% +$1.25K 0.05% 207
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

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital's IWB Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Russell 1000 ETF (IWB) stake by 0.06% in Q3 2026, buying an estimated $1.25K and bringing the position to 4,711 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #207.

Wedmont Private Capital first reported a position in IWB in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.59M in Q4 2024. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Wedmont Private Capital held 4,711 shares of iShares Russell 1000 ETF worth $1.99M as of Q3 2026.
  • Wedmont Private Capital bought 3 iShares Russell 1000 ETF shares in Q3 2026, an estimated $1.25K.
  • iShares Russell 1000 ETF made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #207 holding.
  • Wedmont Private Capital first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's iShares Russell 1000 ETF position peaked at $2.59M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.