AAS
IWB icon

Avantax Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$16.6M Sell
48,825
-1,002
-2% -$315K 0.09% 172
2025
Q1 		$15.3M Buy
49,827
+17,480
+54% +$5.65M 0.09% 165
2024
Q4 		$10.4M Buy
32,347
+1,761
+6% +$570K 0.07% 216
2024
Q3 		$9.62M Sell
30,586
-3,781
-11% -$1.15M 0.06% 223
2024
Q2 		$10.2M Buy
34,367
+15,865
+86% +$4.56M 0.07% 200
2024
Q1 		$5.33M Sell
18,502
-4,241
-19% -$1.16M 0.05% 296
2023
Q4 		$5.96M Buy
22,743
+1,686
+8% +$413K 0.06% 244
2023
Q3 		$4.95M Buy
21,057
+1,534
+8% +$376K 0.06% 258
2023
Q2 		$4.76M Sell
19,523
-2,660
-12% -$613K 0.05% 265
2023
Q1 		$5M Sell
22,183
-33,243
-60% -$7.32M 0.06% 245
2022
Q4 		$11.7M Sell
55,426
-9,338
-14% -$1.98M 0.16% 111
2022
Q3 		$12.8M Sell
64,764
-933
-1% -$205K 0.2% 80
2022
Q2 		$13.6M Buy
65,697
+5,081
+8% +$1.15M 0.21% 81
2022
Q1 		$15.2M Buy
60,616
+6,615
+12% +$1.63M 0.21% 74
2021
Q4 		$14.3M Buy
54,001
+2,712
+5% +$698K 0.22% 76
2021
Q3 		$12.4M Buy
51,289
+3,117
+6% +$775K 0.21% 76
2021
Q2 		$11.7M Buy
48,172
+4,928
+11% +$1.16M 0.21% 80
2021
Q1 		$9.69M Buy
43,244
+34,745
+409% +$7.61M 0.21% 81
2020
Q4 		$1.8M Sell
8,499
-29,045
-77% -$5.8M 0.04% 288
2020
Q3 		$7.03M Buy
37,544
+20,462
+120% +$3.78M 0.11% 152
2020
Q2 		$2.93M Sell
17,082
-22,578
-57% -$3.65M 0.08% 168
2020
Q1 		$5.61M Buy
39,660
+18,628
+89% +$3.15M 0.17% 92
2019
Q4 		$3.75M Buy
21,032
+19,313
+1,124% +$3.3M 0.09% 141
2019
Q3 		$283K Sell
1,719
-21
-1% -$3.45K 0.01% 449
2019
Q2 		$283K Buy
1,740
+3
+0.2% +$480 0.01% 410
2019
Q1 		$273K Buy
+1,737
New +$263K 0.01% 380

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's IWB Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 2% in Q2 2025, selling an estimated $315K and leaving 48,825 shares worth $16.6M. The position accounts for 0.09% of the portfolio, ranked #172.

Avantax Advisory Services first reported a position in IWB in Q1 2019 and has held it in 26 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Avantax Advisory Services held 48,825 shares of iShares Russell 1000 ETF worth $16.6M as of Q2 2025.
  • Avantax Advisory Services sold 1,002 iShares Russell 1000 ETF shares in Q2 2025, an estimated $315K.
  • iShares Russell 1000 ETF made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #172 holding.
  • Avantax Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 26 quarters since.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.