Back to IEQ CAPITAL, LLC IEQ CAPITAL, LLC

IWBIWB
27 quarters

Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in ISHARES RUSSELL 1000 ETF

IEQ CAPITAL, LLC holds 492,609 shares of IWB (ISHARES RUSSELL 1000 ETF), worth $201.7M as of 2026-Q2. The position was decreased (-4.4% shares). IWB represents 0.9% of IEQ CAPITAL, LLC's portfolio.

Current Value

$201.7M

Current Shares

492,609

Total Value Change

+$190.8M

Total Shares Change

+431,194

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
492,609
-4.4%
$201.7M0.9%$409.50
0
2026-Q1
Increased
515,288
+5.7%
$183.7M0.9%$355.82
45
2025-Q4
Increased
487,726
+8.4%
$182.1M0.5%$371.78
47
2025-Q3
Increased
450,095
+7.3%
$164.5M0.5%$362.79
39
2025-Q2
Increased
419,418
+9.9%
$142.4M0.9%$336.17
47
2025-Q1
Increased
381,635
+176.0%
$117.1M0.9%$302.90
68
2024-Q4
Increased
138,275
+13.6%
$44.5M0.4%$317.28
40
2024-Q3
Decreased
121,770
-0.8%
$38.3M0.5%$308.68
0
2024-Q2
Increased
122,784
+17.1%
$36.5M0.5%$292.44
40
2024-Q1
Increased
104,811
+3.0%
$30.2M0.4%$282.39
35
2023-Q4
Increased
101,789
+3.6%
$26.7M0.4%$256.35
36
2023-Q3
Decreased
98,225
-2.6%
$23.1M0.5%$228.76
0
2023-Q2
Increased
100,811
+14.3%
$24.6M0.5%$235.31
39
2023-Q1
Increased
88,207
+1.1%
$19.9M0.5%$216.85
34
2022-Q4
Increased
87,239
+1.8%
$18.4M0.5%$202.82
41
2022-Q3
Decreased
85,705
-25.5%
$16.9M0.5%$188.47
0
2022-Q2
Decreased
115,060
-0.5%
$23.9M0.7%$197.48
0
2022-Q1
Decreased
115,597
-1.1%
$28.9M0.7%$237.05
0
2021-Q4
Increased
116,915
+22.4%
$30.9M0.7%$249.88
49
2021-Q3
Increased
95,533
+0.6%
$23.1M0.6%$227.73
40
2021-Q2
Increased
95,006
+0.0%
$23M0.7%$227.32
40
2021-Q1
Increased
95,001
+0.8%
$21.3M0.9%$209.70
40
2020-Q4
Increased
94,235
+0.2%
$20M0.9%$197.82
40
2020-Q3
Decreased
94,045
-0.2%
$17.6M0.9%$174.10
0
2020-Q2
Decreased
94,214
-8.7%
$16.2M1.0%$159.05
0
2020-Q1
Increased
103,185
+68.0%
$14.6M1.2%$130.65
65
2019-Q4
New
61,415
-
$11M1.0%$164.14
54

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used