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ADKINS SEALE CAPITAL MANAGEMENT LLC’s iShares Russell 1000 ETF IWB Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$1.95M Hold
4,773
– – 1.74% 14
2026
Q1 		$1.7M Sell
4,773
-75
-2% -$27.9K 1.68% 16
2025
Q4 		$1.81M Buy
+4,848
New +$1.8M 1.79% 16

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

ADKINS SEALE CAPITAL MANAGEMENT LLC's IWB Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 4,773 shares worth $1.95M. The position accounts for 1.74% of the portfolio, ranked #14.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 968 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 4,773 shares of iShares Russell 1000 ETF worth $1.95M as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 1.74% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #14 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 968 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.