Private Capital's IWB Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 737 shares of iShares Russell 1000 ETF (IWB) worth $301,986, representing 0.03% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in IWB, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 29 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's iShares Russell 1000 ETF (IWB) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 1000 ETF (IWB) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +29 | Add 4.10% | 737 | $409.75 |
| Q1 2024 | +708 | New Buy | 708 | $288.21 |
Private Capital's iShares Russell 1000 ETF Investment FAQs
Private Capital first purchased iShares Russell 1000 ETF (IWB) in Q1 2024, acquiring 708 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held iShares Russell 1000 ETF (IWB) for 10 quarters since Q1 2024.
Private Capital's largest addition to iShares Russell 1000 ETF (IWB) was in Q1 2024, adding 708 shares worth $204,055.
According to the latest 13F filing for Q2 2026, Private Capital's firm, Private Capital Management, LLC, owns 737 shares of iShares Russell 1000 ETF (IWB), valued at approximately $301,986.
As of the Q2 2026 filing, iShares Russell 1000 ETF (IWB) represents approximately 0.03% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in iShares Russell 1000 ETF (IWB) was 737 shares, as reported at the end of Q2 2026.