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Aventura Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Aventura Private Wealth’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 		$59.8K Hold
146
– – 0.02% 315
2026
Q1 		$52.1K Hold
146
– – 0.02% 322
2025
Q4 		$54.5K Hold
146
– – 0.02% 287
2025
Q3 		$53.4K Hold
146
– – 0.02% 284
2025
Q2 		$49.6K Hold
146
– – 0.02% 282
2025
Q1 		$44.8K Hold
146
– – 0.02% 277
2024
Q4 		$47K Buy
+146
New +$47.3K 0.03% 262

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Aventura Private Wealth's IWB Position: Q2 2026 in Review

Aventura Private Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 146 shares worth $59.8K. The position accounts for 0.02% of the portfolio, ranked #315.

Aventura Private Wealth first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 424 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Aventura Private Wealth held 146 shares of iShares Russell 1000 ETF worth $59.8K as of Q2 2026.
  • Aventura Private Wealth left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #315 holding.
  • Aventura Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.