AWE
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Avidian Wealth Enterprises’s iShares Russell 1000 ETF IWB Stock Holding History

Avidian Wealth Enterprises’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 		$4.63M Buy
12,981
+347
+3% +$129K 0.15% 103
2025
Q4 		$4.72M Sell
12,634
-328
-3% -$121K 0.17% 83
2025
Q3 		$4.74M Sell
12,962
-10,468
-45% -$3.69M 0.18% 83
2025
Q2 		$7.96M Sell
23,430
-2,728
-10% -$856K 0.32% 49
2025
Q1 		$8.02M Buy
26,158
+210
+0.8% +$67.9K 0.36% 48
2024
Q4 		$8.36M Buy
25,948
+191
+0.7% +$61.9K 0.38% 45
2024
Q3 		$8.1M Buy
25,757
+147
+0.6% +$44.5K 0.37% 45
2024
Q2 		$7.62M Buy
25,610
+739
+3% +$212K 0.32% 47
2024
Q1 		$7.16M Buy
24,871
+416
+2% +$114K 0.35% 45
2023
Q4 		$6.41M Buy
24,455
+1,233
+5% +$302K 0.39% 49
2023
Q3 		$5.46M Buy
23,222
+1,798
+8% +$440K 0.38% 56
2023
Q2 		$5.22M Buy
21,424
+2,148
+11% +$495K 0.34% 64
2023
Q1 		$4.34M Buy
19,276
+1,729
+10% +$381K 0.24% 82
2022
Q4 		$3.69M Buy
17,547
+163
+0.9% +$34.5K 0.24% 84
2022
Q3 		$3.43M Sell
17,384
-1,418
-8% -$311K 0.25% 70
2022
Q2 		$3.91M Buy
18,802
+291
+2% +$65.8K 0.28% 70
2022
Q1 		$4.63M Sell
18,511
-23
-0.1% -$5.68K 0.28% 70
2021
Q4 		$4.9M Buy
+18,534
New +$4.77M 0.31% 63

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

Avidian Wealth Enterprises's IWB Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q1 2026, buying an estimated $129K and bringing the position to 12,981 shares worth $4.63M. The position accounts for 0.15% of the portfolio, ranked #103.

Avidian Wealth Enterprises first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.36M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Avidian Wealth Enterprises held 12,981 shares of iShares Russell 1000 ETF worth $4.63M as of Q1 2026.
  • Avidian Wealth Enterprises bought 347 iShares Russell 1000 ETF shares in Q1 2026, an estimated $129K.
  • iShares Russell 1000 ETF made up 0.15% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #103 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's iShares Russell 1000 ETF position peaked at $8.36M in Q4 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.