Advisornet Financial’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.66M | Sell |
4,049
-197
| -5% | -$78.1K | 0.08% | 203 |
|
|
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
Advisornet Financial's IWB Position: Q2 2026 in Review
Advisornet Financial reduced its iShares Russell 1000 ETF (IWB) stake by 4.6% in Q2 2026, selling an estimated $78.1K and leaving 4,049 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #203.
Advisornet Financial first reported a position in IWB in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.81M in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Advisornet Financial held 4,049 shares of iShares Russell 1000 ETF worth $1.66M as of Q2 2026.
- Advisornet Financial sold 197 iShares Russell 1000 ETF shares in Q2 2026, an estimated $78.1K.
- iShares Russell 1000 ETF made up 0.08% of Advisornet Financial's portfolio in Q2 2026, its #203 holding.
- Advisornet Financial first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 31 quarters since.
- Advisornet Financial's iShares Russell 1000 ETF position peaked at $1.81M in Q4 2025.
- 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.