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 Q2	$430K	Buy	1,051 +61	+6%	+$24.2K	0.01%	313
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's IWB Position: Q2 2026 in Review

Avantax Planning Partners increased its iShares Russell 1000 ETF (IWB) stake by 6.2% in Q2 2026, buying an estimated $24.2K and bringing the position to 1,051 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #313.

Avantax Planning Partners first reported a position in IWB in Q1 2018 and has held it in 12 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Avantax Planning Partners held 1,051 shares of iShares Russell 1000 ETF worth $430K as of Q2 2026.
Avantax Planning Partners bought 61 iShares Russell 1000 ETF shares in Q2 2026, an estimated $24.2K.
iShares Russell 1000 ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #313 holding.
Avantax Planning Partners first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 12 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.