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IWB
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Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR

CAPTRUST FINANCIAL ADVISORS holds 1.3M shares of IWB (ISHARES TR), worth $456.3M as of 2026-Q1. The position was increased (+9.9% shares). IWB represents 0.8% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$456.3M

Current Shares

1.3M

Total Value Change

+$166.9M

Total Shares Change

+307,067

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+9.9%
$456.3M0.8%$373.15
48
2025-Q4
Decreased
1.2M
-0.3%
$435M0.8%$376.20
0
2025-Q3
Decreased
1.2M
-0.5%
$427.1M0.9%$363.42
0
2025-Q2
Decreased
1.2M
-1.0%
$398.6M0.9%$335.58
0
2025-Q1
Increased
1.2M
+26.6%
$363.7M0.9%$302.55
54
2024-Q4
Decreased
936,323
-1.7%
$301.6M0.9%$319.91
0
2024-Q3
Decreased
952,195
-2.1%
$299.4M0.9%$308.93
0
2024-Q2
Increased
972,754
+0.5%
$289.4M0.9%$292.44
44

Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, FMR LLC

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