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Great Valley Advisor Group’s iShares Russell 1000 ETF IWB Stock Holding History

Great Valley Advisor Group’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 		$5.86M Buy
16,444
+443
+3% +$165K 0.11% 175
2025
Q4 		$5.98M Buy
16,001
+481
+3% +$178K 0.11% 165
2025
Q3 		$5.67M Sell
15,520
-493
-3% -$174K 0.11% 168
2025
Q2 		$5.44M Buy
16,013
+1,411
+10% +$443K 0.12% 164
2025
Q1 		$4.48M Sell
14,602
-2,351
-14% -$760K 0.1% 183
2024
Q4 		$5.46M Buy
16,953
+3,190
+23% +$1.03M 0.12% 164
2024
Q3 		$4.33M Sell
13,763
-449
-3% -$136K 0.11% 195
2024
Q2 		$4.23M Sell
14,212
-141
-1% -$40.5K 0.12% 181
2024
Q1 		$4.13M Sell
14,353
-595
-4% -$163K 0.13% 175
2023
Q4 		$3.92M Sell
14,948
-4,244
-22% -$1.04M 0.14% 165
2023
Q3 		$4.51M Sell
19,192
-3,627
-16% -$888K 0.19% 133
2023
Q2 		$5.56M Sell
22,819
-136
-0.6% -$31.3K 0.23% 114
2023
Q1 		$5.17M Buy
22,955
+71
+0.3% +$15.6K 0.24% 108
2022
Q4 		$4.82M Sell
22,884
-935
-4% -$198K 0.25% 101
2022
Q3 		$4.7M Sell
23,819
-5,788
-20% -$1.27M 0.26% 93
2022
Q2 		$6.15M Buy
29,607
+5,090
+21% +$1.15M 0.34% 80
2022
Q1 		$6.13M Sell
24,517
-1,873
-7% -$462K 0.36% 75
2021
Q4 		$6.97M Sell
26,390
-104
-0.4% -$26.8K 0.43% 57
2021
Q3 		$6.4M Buy
26,494
+60
+0.2% +$14.9K 0.44% 55
2021
Q2 		$6.4M Buy
+26,434
New +$6.23M 0.47% 51

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

Great Valley Advisor Group's IWB Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q1 2026, buying an estimated $165K and bringing the position to 16,444 shares worth $5.86M. The position accounts for 0.11% of the portfolio, ranked #175.

Great Valley Advisor Group first reported a position in IWB in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.97M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Great Valley Advisor Group held 16,444 shares of iShares Russell 1000 ETF worth $5.86M as of Q1 2026.
  • Great Valley Advisor Group bought 443 iShares Russell 1000 ETF shares in Q1 2026, an estimated $165K.
  • iShares Russell 1000 ETF made up 0.11% of Great Valley Advisor Group's portfolio in Q1 2026, its #175 holding.
  • Great Valley Advisor Group first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 20 quarters since.
  • Great Valley Advisor Group's iShares Russell 1000 ETF position peaked at $6.97M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.