Avion Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Avion 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 Q1	$46K	Hold	130	–	–	0.01%	216
2025 Q4	$48K	Hold	130	–	–	0.01%	212
2025 Q3	$47K	Hold	130	–	–	0.01%	222
2025 Q2	$44K	Hold	130	–	–	0.01%	214
2025 Q1	$41K	Hold	130	–	–	0.01%	210
2024 Q4	$41K	Hold	130	–	–	0.01%	209
2024 Q3	$40K	Hold	130	–	–	0.01%	184
2024 Q2	$38K	Hold	130	–	–	0.01%	178
2024 Q1	$38K	Hold	130	–	–	0.01%	180
2023 Q4	$34K	Hold	130	–	–	0.01%	180
2023 Q3	$30K	Hold	130	–	–	0.01%	183
2023 Q2	$31K	Hold	130	–	–	0.01%	193
2023 Q1	$27K	Hold	130	–	–	0.01%	194
2022 Q4	$25K	Hold	130	–	–	0.01%	196
2022 Q3	$26K	Buy	130 +14	+12%	+$3.07K	0.01%	195
2022 Q2	$24K	Buy	+116	New	+$26.2K	0.01%	191

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

Avion Wealth's IWB Position: Q1 2026 in Review

Avion Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 130 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #216.

Avion Wealth first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $48K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Avion Wealth held 130 shares of iShares Russell 1000 ETF worth $46K as of Q1 2026.
Avion Wealth left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #216 holding.
Avion Wealth first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
Avion Wealth's iShares Russell 1000 ETF position peaked at $48K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.