Investmark Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Investmark Advisory 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	$435K	Buy	1,219 +167	+16%	+$62.2K	0.19%	86
2025 Q4	$393K	Sell	1,052 -2	-0.2%	-$741	0.17%	88
2025 Q3	$385K	Buy	1,054 +8	+0.8%	+$2.82K	0.17%	89
2025 Q2	$355K	Sell	1,046 -6	-0.6%	-$1.88K	0.17%	90
2025 Q1	$323K	Buy	1,052 +2	+0.2%	+$647	0.16%	91
2024 Q4	$339K	Buy	1,050 +3	+0.3%	+$972	0.17%	88
2024 Q3	$329K	Buy	1,047 +3	+0.3%	+$909	0.16%	93
2024 Q2	$311K	Buy	1,044 +8	+0.8%	+$2.3K	0.17%	88
2024 Q1	$299K	Buy	1,036 +3	+0.3%	+$822	0.16%	92
2023 Q4	$271K	Buy	1,033 +8	+0.8%	+$1.96K	0.16%	92
2023 Q3	$241K	Hold	1,025	–	–	0.16%	87
2023 Q2	$250K	Buy	1,025 +3	+0.3%	+$691	0.17%	87
2023 Q1	$230K	Buy	1,022 +3	+0.3%	+$660	0.17%	90
2022 Q4	$214K	Buy	1,019 +5	+0.5%	+$1.06K	0.16%	97
2022 Q3	$200K	Buy	1,014 +5	+0.5%	+$1.1K	0.18%	94
2022 Q2	$209K	Buy	1,009 +3	+0.3%	+$678	0.21%	82
2022 Q1	$251K	Sell	1,006 -23	-2%	-$5.68K	0.26%	74
2021 Q4	$272K	Buy	+1,029	New	+$265K	0.25%	70

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

Investmark Advisory Group's IWB Position: Q1 2026 in Review

Investmark Advisory Group increased its iShares Russell 1000 ETF (IWB) stake by 16% in Q1 2026, buying an estimated $62.2K and bringing the position to 1,219 shares worth $435K. The position accounts for 0.19% of the portfolio, ranked #86.

Investmark Advisory Group first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Investmark Advisory Group held 1,219 shares of iShares Russell 1000 ETF worth $435K as of Q1 2026.
Investmark Advisory Group bought 167 iShares Russell 1000 ETF shares in Q1 2026, an estimated $62.2K.
iShares Russell 1000 ETF made up 0.19% of Investmark Advisory Group's portfolio in Q1 2026, its #86 holding.
Investmark Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.