AWM
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Avior Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Avior Wealth Management’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 		$5.31M Sell
13,055
-697
-5% -$276K 0.14% 139
2026
Q1 		$4.87M Sell
13,752
-2,437
-15% -$908K 0.14% 141
2025
Q4 		$6.01M Sell
16,189
-634
-4% -$235K 0.19% 100
2025
Q3 		$6.11M Sell
16,823
-67
-0.4% -$23.6K 0.2% 93
2025
Q2 		$5.7M Sell
16,890
-288
-2% -$90.4K 0.2% 96
2025
Q1 		$5.24M Sell
17,178
-641
-4% -$207K 0.2% 89
2024
Q4 		$5.71M Sell
17,819
-327
-2% -$106K 0.21% 86
2024
Q3 		$5.67M Sell
18,146
-855
-4% -$259K 0.23% 83
2024
Q2 		$5.62M Sell
19,001
-6,411
-25% -$1.84M 0.24% 75
2024
Q1 		$7.29M Buy
25,412
+20,057
+375% +$5.5M 0.34% 58
2023
Q4 		$1.38M Sell
5,355
-1,437
-21% -$352K 0.08% 161
2023
Q3 		$1.57M Sell
6,792
-409
-6% -$100K 0.11% 140
2023
Q2 		$1.73M Sell
7,201
-2,302
-24% -$530K 0.11% 138
2023
Q1 		$2.12M Sell
9,503
-633
-6% -$139K 0.15% 117
2022
Q4 		$2.11M Sell
10,136
-143
-1% -$30.3K 0.16% 115
2022
Q3 		$2.01M Buy
10,279
+9,978
+3,315% +$2.19M 0.17% 108
2022
Q2 		$41K Buy
301
+100
+50% +$22.6K ﹤0.01% 602
2022
Q1 		$50K Hold
201
– – ﹤0.01% 592
2021
Q4 		$53K Buy
201
+131
+187% +$33.7K ﹤0.01% 580
2021
Q3 		$16K Buy
70
+14
+25% +$3.48K ﹤0.01% 709
2021
Q2 		$13K Hold
56
– – ﹤0.01% 710
2021
Q1 		$12K Hold
56
– – ﹤0.01% 731
2020
Q4 		$11K Sell
56
-433
-89% -$86.4K ﹤0.01% 699
2020
Q3 		$91K Hold
489
– – 0.01% 458
2020
Q2 		$83K Hold
489
– – 0.01% 452
2020
Q1 		$69K Sell
489
-112
-19% -$18.9K 0.01% 438
2019
Q4 		$107K Hold
601
– – 0.02% 423
2019
Q3 		$98K Buy
601
+112
+23% +$18.4K 0.02% 411
2019
Q2 		$80K Hold
489
– – 0.01% 424
2019
Q1 		$76K Sell
489
-66
-12% -$9.98K 0.02% 411
2018
Q4 		$76K Sell
555
-220
-28% -$32.9K 0.02% 447
2018
Q3 		$125K Hold
775
– – 0.03% 422
2018
Q2 		$118K Hold
775
– – 0.03% 426
2018
Q1 		$114K Hold
775
– – 0.03% 427
2017
Q4 		$115K Buy
775
+286
+58% +$41.4K 0.03% 434
2017
Q3 		$68K Hold
489
– – 0.02% 193
2017
Q2 		$66K Hold
489
– – 0.03% 173
2017
Q1 		$64K Hold
489
– – 0.02% 213
2016
Q4 		$61K Hold
489
– – 0.02% 196
2016
Q3 		$59K Sell
489
-395
-45% -$47.5K 0.02% 211
2016
Q2 		$103K Hold
884
– – 0.04% 154
2016
Q1 		$101K Buy
+884
New +$95.5K 0.04% 153

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Avior Wealth Management's IWB Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 5.1% in Q2 2026, selling an estimated $276K and leaving 13,055 shares worth $5.31M. The position accounts for 0.14% of the portfolio, ranked #139.

Avior Wealth Management first reported a position in IWB in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.29M in Q1 2024. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Avior Wealth Management held 13,055 shares of iShares Russell 1000 ETF worth $5.31M as of Q2 2026.
  • Avior Wealth Management sold 697 iShares Russell 1000 ETF shares in Q2 2026, an estimated $276K.
  • iShares Russell 1000 ETF made up 0.14% of Avior Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Avior Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2016 and has held it in 42 quarters since.
  • Avior Wealth Management's iShares Russell 1000 ETF position peaked at $7.29M in Q1 2024.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.