How many shares of IWB does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 1.3M shares of IWB (ISHARES RUSSELL 1000 ETF).

What is CAPTRUST FINANCIAL ADVISORS's IWB position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's IWB position is worth $520.3M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling IWB?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS decreased their IWB position (-0.7% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy IWB?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in IWB in 2018-Q4. They have held the position across 31 quarters.

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CAPTRUST FINANCIAL ADVISORS

IWB
31 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES RUSSELL 1000 ETF

Current Value

$520.3M

Current Shares

1.3M

Total Value Change

+$509M

Total Shares Change

+1.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.3M	-0.7%	$520.3M	0.8%	$409.50	0
2026-Q1	Increased	1.3M	+9.9%	$456.3M	0.8%	$355.82	48
2025-Q4	Decreased	1.2M	-0.3%	$435M	0.8%	$371.78	0
2025-Q3	Decreased	1.2M	-0.5%	$427.1M	0.9%	$362.79	0
2025-Q2	Decreased	1.2M	-1.0%	$398.6M	0.9%	$336.17	0
2025-Q1	Increased	1.2M	+26.6%	$363.7M	0.9%	$302.90	54
2024-Q4	Decreased	936,323	-1.7%	$301.6M	0.9%	$317.28	0
2024-Q3	Decreased	952,195	-2.1%	$299.4M	0.9%	$308.68	0
2024-Q2	Increased	972,754	+0.5%	$289.4M	0.9%	$292.44	44
2024-Q1	Increased	968,007	+17.6%	$278.8M	1.0%	$282.39	57
2023-Q4	Increased	823,499	+0.2%	$216M	0.7%	$256.35	43
2023-Q3	Increased	821,719	+1.8%	$193M	0.7%	$228.76	44
2023-Q2	Increased	807,598	+0.5%	$196.8M	0.8%	$235.31	43
2023-Q1	Decreased	803,681	-0.0%	$181M	0.8%	$216.85	0
2022-Q4	Decreased	803,779	-4.0%	$169.2M	0.9%	$202.82	0
2022-Q3	Decreased	837,013	-5.8%	$165.2M	1.0%	$188.47	0
2022-Q2	Increased	888,608	+1.5%	$184.6M	1.2%	$197.48	49
2022-Q1	Increased	875,852	+1321.5%	$219M	1.4%	$237.05	78
2021-Q4	Increased	61,613	+1.2%	$16.3M	0.1%	$249.88	34
2021-Q3	Decreased	60,885	-3.9%	$14.7M	0.1%	$227.73	0
2021-Q2	Decreased	63,358	-0.4%	$15.3M	0.1%	$227.32	0
2021-Q1	Decreased	63,622	-0.6%	$14.2M	0.2%	$209.70	0
2020-Q4	Decreased	64,020	-1.5%	$13.6M	0.2%	$197.82	0
2020-Q3	Decreased	64,996	-22.3%	$12.3M	0.2%	$174.10	0
2020-Q2	Increased	83,651	+29.9%	$14.5M	0.2%	$159.05	42
2020-Q1	Decreased	64,406	-19.3%	$8.7M	0.2%	$130.65	0
2019-Q4	Increased	79,756	+2.1%	$14.4M	0.2%	$164.14	34
2019-Q3	Decreased	78,115	-4.1%	$12.9M	0.5%	$150.21	0
2019-Q2	Decreased	81,454	-2.1%	$13.3M	0.5%	$148.75	0
2019-Q1	Increased	83,216	+2.3%	$13.1M	0.5%	$142.96	40
2018-Q4	New	81,317	-	$11.3M	0.6%	$124.29	54

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

IWB31 quarters

IWB
31 quarters