AWE
IWB icon

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
Q2 		$5.35M Buy
13,058
+77
+0.6% +$30.5K 0.15% 105
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avidian Wealth Enterprises's IWB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Russell 1000 ETF (IWB) stake by 0.59% in Q2 2026, buying an estimated $30.5K and bringing the position to 13,058 shares worth $5.35M. The position accounts for 0.15% of the portfolio, ranked #105.

Avidian Wealth Enterprises first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.36M in Q4 2024. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Avidian Wealth Enterprises held 13,058 shares of iShares Russell 1000 ETF worth $5.35M as of Q2 2026.
  • Avidian Wealth Enterprises bought 77 iShares Russell 1000 ETF shares in Q2 2026, an estimated $30.5K.
  • iShares Russell 1000 ETF made up 0.15% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #105 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's iShares Russell 1000 ETF position peaked at $8.36M in Q4 2024.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.