Avity Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Avity Investment 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	$401K	Hold	979	–	–	0.03%	95
2026 Q1	$349K	Sell	979 -134	-12%	-$49.9K	0.03%	99
2025 Q4	$416K	Sell	1,113 -1,650	-60%	-$611K	0.03%	87
2025 Q3	$1.01M	Sell	2,763 -1	-0%	-$352	0.07%	63
2025 Q2	$939K	Sell	2,764 -626	-18%	-$197K	0.07%	64
2025 Q1	$1.04M	Buy	3,390 +60	+2%	+$19.4K	0.08%	61
2024 Q4	$1.07M	Sell	3,330 -1,067	-24%	-$346K	0.08%	57
2024 Q3	$1.38M	Hold	4,397	–	–	0.11%	51
2024 Q2	$1.31M	Buy	4,397 +13	+0.3%	+$3.73K	0.11%	51
2024 Q1	$1.26M	Hold	4,384	–	–	0.1%	50
2023 Q4	$1.15M	Hold	4,384	–	–	0.1%	48
2023 Q3	$1.03M	Hold	4,384	–	–	0.1%	46
2023 Q2	$1.07M	Hold	4,384	–	–	0.1%	49
2023 Q1	$987K	Sell	4,384 -256	-6%	-$56.3K	0.1%	47
2022 Q4	$977K	Hold	4,640	–	–	0.1%	49
2022 Q3	$916K	Hold	4,640	–	–	0.1%	49
2022 Q2	$964K	Hold	4,640	–	–	0.1%	49
2022 Q1	$1.16M	Sell	4,640 -538	-10%	-$133K	0.1%	47
2021 Q4	$1.37M	Sell	5,178 -330	-6%	-$84.9K	0.11%	42
2021 Q3	$1.33M	Hold	5,508	–	–	0.11%	41
2021 Q2	$1.33M	Hold	5,508	–	–	0.11%	41
2021 Q1	$1.23M	Hold	5,508	–	–	0.11%	42
2020 Q4	$1.17M	Sell	5,508 -130	-2%	-$25.9K	0.11%	41
2020 Q3	$1.05M	Sell	5,638 -100	-2%	-$18.5K	0.11%	41
2020 Q2	$985K	Sell	5,738 -155	-3%	-$25.1K	0.11%	42
2020 Q1	$834K	Sell	5,893 -85	-1%	-$14.4K	0.12%	40
2019 Q4	$1.07M	Sell	5,978 -300	-5%	-$51.2K	0.12%	40
2019 Q3	$1.03M	Hold	6,278	–	–	0.12%	38
2019 Q2	$1.02M	Hold	6,278	–	–	0.12%	39
2019 Q1	$988K	Hold	6,278	–	–	0.12%	41
2018 Q4	$871K	Hold	6,278	–	–	0.12%	42
2018 Q3	$1.01M	Hold	6,278	–	–	0.12%	40
2018 Q2	$954K	Sell	6,278 -15	-0.2%	-$2.26K	0.12%	39
2018 Q1	$924K	Sell	6,293 -315	-5%	-$47.9K	0.12%	39
2017 Q4	$982K	Hold	6,608	–	–	0.12%	39
2017 Q3	$924K	Sell	6,608 -710	-10%	-$97.4K	0.12%	40
2017 Q2	$990K	Hold	7,318	–	–	0.13%	41
2017 Q1	$960K	Hold	7,318	–	–	0.13%	42
2016 Q4	$911K	Sell	7,318 -50	-0.7%	-$6.08K	0.14%	42
2016 Q3	$886K	Hold	7,368	–	–	0.14%	42
2016 Q2	$861K	Hold	7,368	–	–	0.14%	43
2016 Q1	$850K	Hold	7,368	–	–	0.14%	46
2015 Q4	$835K	Hold	7,368	–	–	0.13%	45
2015 Q3	$829K	Sell	7,368 -275	-4%	-$31.2K	0.13%	42
2015 Q2	$887K	Hold	7,643	–	–	0.14%	42
2015 Q1	$899K	Hold	7,643	–	–	0.14%	42
2014 Q4	$876K	Sell	7,643 -540	-7%	-$60.5K	0.14%	42
2014 Q3	$899K	Sell	8,183 -300	-4%	-$33.2K	0.15%	39
2014 Q2	$934K	Buy	+8,483	New	+$903K	0.16%	41

Other funds holding IWB

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Avity Investment Management's IWB Position: Q2 2026 in Review

Avity Investment Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 979 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #95.

Avity Investment Management first reported a position in IWB in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.38M in Q3 2024. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Avity Investment Management held 979 shares of iShares Russell 1000 ETF worth $401K as of Q2 2026.
Avity Investment Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Avity Investment Management's portfolio in Q2 2026, its #95 holding.
Avity Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2014 and has held it in 49 quarters since.
Avity Investment Management's iShares Russell 1000 ETF position peaked at $1.38M in Q3 2024.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.