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Advisornet Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Advisornet Financial’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Sell
4,246
-614
-13% -$229K 0.08% 198
2025
Q4 		$1.81M Sell
4,860
-93
-2% -$34.4K 0.1% 183
2025
Q3 		$1.81M Buy
4,953
+110
+2% +$38.7K 0.1% 176
2025
Q2 		$1.64M Buy
4,843
+307
+7% +$96.4K 0.11% 185
2025
Q1 		$1.39M Buy
4,536
+715
+19% +$231K 0.1% 194
2024
Q4 		$1.23M Buy
3,821
+168
+5% +$54.4K 0.1% 189
2024
Q3 		$1.15M Buy
3,653
+722
+25% +$219K 0.09% 214
2024
Q2 		$872K Sell
2,931
-381
-12% -$109K 0.08% 224
2024
Q1 		$954K Buy
+3,312
New +$908K 0.09% 209
2023
Q4 		– Sell
-31
Closed -$7.28K – 2462
2023
Q3 		$7.28K Buy
+31
New +$7.59K ﹤0.01% 1323
2022
Q4 		– Sell
-314
Closed -$62K – 2434
2022
Q3 		$62K Sell
314
-266
-46% -$58.3K 0.01% 793
2022
Q2 		$120K Buy
580
+267
+85% +$60.3K 0.01% 622
2022
Q1 		$78K Sell
313
-6
-2% -$1.48K ﹤0.01% 819
2021
Q4 		$84K Buy
319
+2
+0.6% +$515 0.01% 865
2021
Q3 		$77K Sell
317
-416
-57% -$103K 0.01% 872
2021
Q2 		$177K Buy
733
+2
+0.3% +$471 0.01% 619
2021
Q1 		$164K Buy
731
+416
+132% +$91.1K 0.01% 611
2020
Q4 		$67K Buy
315
+1
+0.3% +$200 0.01% 797
2020
Q3 		$59K Sell
314
-37
-11% -$6.83K 0.01% 813
2020
Q2 		$60K Sell
351
-305
-46% -$49.3K ﹤0.01% 806
2020
Q1 		$93K Buy
656
+214
+48% +$36.2K 0.01% 635
2019
Q4 		$79K Buy
442
+3
+0.7% +$512 0.01% 747
2019
Q3 		$72K Buy
439
+39
+10% +$6.4K 0.01% 780
2019
Q2 		$65K Buy
400
+65
+19% +$10.4K 0.01% 729
2019
Q1 		$53K Buy
335
+1
+0.3% +$151 0.01% 718
2018
Q4 		$46K Buy
334
+3
+0.9% +$449 0.01% 710
2018
Q3 		$53K Buy
331
+2
+0.6% +$317 0.01% 702
2018
Q2 		$50K Hold
329
– – 0.01% 700
2018
Q1 		$48K Buy
329
+1
+0.3% +$152 0.01% 704
2017
Q4 		$49K Buy
+328
New +$47.5K 0.01% 660

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Advisornet Financial's IWB Position: Q1 2026 in Review

Advisornet Financial reduced its iShares Russell 1000 ETF (IWB) stake by 13% in Q1 2026, selling an estimated $229K and leaving 4,246 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #198.

Advisornet Financial first reported a position in IWB in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.81M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Advisornet Financial held 4,246 shares of iShares Russell 1000 ETF worth $1.51M as of Q1 2026.
  • Advisornet Financial sold 614 iShares Russell 1000 ETF shares in Q1 2026, an estimated $229K.
  • iShares Russell 1000 ETF made up 0.08% of Advisornet Financial's portfolio in Q1 2026, its #198 holding.
  • Advisornet Financial first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 30 quarters since.
  • Advisornet Financial's iShares Russell 1000 ETF position peaked at $1.81M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.