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

Aviso 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
Q1 		$1.85M Hold
5,200
– – 0.84% 33
2025
Q4 		$1.94M Buy
+5,200
New +$1.93M 0.82% 32

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

Aviso Wealth Management's IWB Position: Q1 2026 in Review

Aviso Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 5,200 shares worth $1.85M. The position accounts for 0.84% of the portfolio, ranked #33.

Aviso Wealth Management first reported a position in IWB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.94M in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Aviso Wealth Management held 5,200 shares of iShares Russell 1000 ETF worth $1.85M as of Q1 2026.
  • Aviso Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.84% of Aviso Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Aviso Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • Aviso Wealth Management's iShares Russell 1000 ETF position peaked at $1.94M in Q4 2025.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.