Avantax Planning Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Avantax Planning Partners’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	$353K	Sell	990 -31	-3%	-$11.6K	0.01%	325
2025 Q4	$381K	Hold	1,021	–	–	0.01%	317
2025 Q3	$373K	Hold	1,021	–	–	0.01%	316
2025 Q2	$347K	Buy	1,021 +97	+10%	+$30.4K	0.01%	325
2025 Q1	$283K	Hold	924	–	–	0.01%	345
2024 Q4	$298K	Hold	924	–	–	0.01%	335
2024 Q3	$290K	Buy	924 +117	+14%	+$35.4K	0.01%	341
2024 Q2	$240K	Hold	807	–	–	0.01%	403
2024 Q1	$232K	Buy	+807	New	+$221K	0.01%	414
2018 Q4	–	Sell	-26	Closed	-$4K	–	743
2018 Q3	$4K	Buy	+26	New	+$4.13K	﹤0.01%	1170
2018 Q2	–	Sell	-26	Closed	-$4K	–	843
2018 Q1	$4K	Buy	+26	New	+$3.95K	﹤0.01%	1424

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Avantax Planning Partners's IWB Position: Q1 2026 in Review

Avantax Planning Partners reduced its iShares Russell 1000 ETF (IWB) stake by 3% in Q1 2026, selling an estimated $11.6K and leaving 990 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #325.

Avantax Planning Partners first reported a position in IWB in Q1 2018 and has held it in 11 quarters since. The position peaked at $381K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Avantax Planning Partners held 990 shares of iShares Russell 1000 ETF worth $353K as of Q1 2026.
Avantax Planning Partners sold 31 iShares Russell 1000 ETF shares in Q1 2026, an estimated $11.6K.
iShares Russell 1000 ETF made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #325 holding.
Avantax Planning Partners first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 11 quarters since.
Avantax Planning Partners's iShares Russell 1000 ETF position peaked at $381K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.