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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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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. 455 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.
  • 455 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.