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Avant Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Avant Financial Advisors’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
Q2 		$701K Hold
1,713
– – 0.44% 40
2026
Q1 		$611K Hold
1,713
– – 0.43% 41
2025
Q4 		$640K Hold
1,713
– – 0.46% 42
2025
Q3 		$626K Hold
1,713
– – 0.47% 42
2025
Q2 		$582K Hold
1,713
– – 0.48% 42
2025
Q1 		$525K Buy
1,713
+41
+2% +$13.3K 0.48% 42
2024
Q4 		$539K Buy
+1,672
New +$542K 0.49% 40

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avant Financial Advisors's IWB Position: Q2 2026 in Review

Avant Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,713 shares worth $701K. The position accounts for 0.44% of the portfolio, ranked #40.

Avant Financial Advisors first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Avant Financial Advisors held 1,713 shares of iShares Russell 1000 ETF worth $701K as of Q2 2026.
  • Avant Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.44% of Avant Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Avant Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.