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CAPTRUST FINANCIAL ADVISORS: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IWB, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 1,270,498 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,270,498 shares
    Change vs previous 13F -9,323 shares

    0.8% of the 13F portfolio, value $520,268,749.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,279,821 shares
    Change vs previous 13F +114,867 shares

    0.8% of the 13F portfolio, value $456,330,370.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,164,954 shares
    Change vs previous 13F -3,636 shares

    0.83% of the 13F portfolio, value $435,040,403.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,168,590 shares
    Change vs previous 13F -5,284 shares

    0.87% of the 13F portfolio, value $427,095,792.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,173,874 shares
    Change vs previous 13F -11,915 shares

    0.89% of the 13F portfolio, value $398,611,314.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,185,789 shares
    Change vs previous 13F +249,466 shares

    0.91% of the 13F portfolio, value $363,728,938.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 936,323 shares
    Change vs previous 13F -15,872 shares

    0.86% of the 13F portfolio, value $301,645,822.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 952,195 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $299,360,661.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).