LVW Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

LVW Advisors’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	$462K	Hold	1,127	–	–	0.04%	246
2026 Q1	$402K	Hold	1,127	–	–	0.04%	255
2025 Q4	$421K	Hold	1,127	–	–	0.04%	219
2025 Q3	$412K	Hold	1,127	–	–	0.04%	225
2025 Q2	$383K	Hold	1,127	–	–	0.04%	233
2025 Q1	$346K	Hold	1,127	–	–	0.04%	222
2024 Q4	$363K	Buy	+1,127	New	+$365K	0.04%	223
2022 Q2	–	Sell	-846	Closed	-$212K	–	237
2022 Q1	$212K	Buy	846 +75	+10%	+$18.5K	0.04%	222
2021 Q4	$204K	Sell	771 -100	-11%	-$25.7K	0.03%	234
2021 Q3	$211K	Sell	871 -52	-6%	-$12.9K	0.04%	227
2021 Q2	$223K	Hold	923	–	–	0.04%	209
2021 Q1	$207K	Sell	923 -340	-27%	-$74.4K	0.04%	203
2020 Q4	$268K	Sell	1,263 -97	-7%	-$19.4K	0.05%	178
2020 Q3	$255K	Buy	+1,360	New	+$251K	0.06%	167
2020 Q1	–	Sell	-1,420	Closed	-$253K	–	183
2019 Q4	$253K	Sell	1,420 -122	-8%	-$20.8K	0.06%	155
2019 Q3	$254K	Sell	1,542 -183	-11%	-$30K	0.06%	145
2019 Q2	$281K	Sell	1,725 -232	-12%	-$37.1K	0.08%	128
2019 Q1	$308K	Hold	1,957	–	–	0.08%	144
2018 Q4	$271K	Sell	1,957 -26	-1%	-$3.89K	0.09%	130
2018 Q3	$321K	Buy	1,983 +270	+16%	+$42.9K	0.09%	126
2018 Q2	$260K	Sell	1,713 -24	-1%	-$3.62K	0.08%	129
2018 Q1	$255K	Hold	1,737	–	–	0.08%	126
2017 Q4	$258K	Sell	1,737 -309	-15%	-$44.7K	0.08%	126
2017 Q3	$286K	Sell	2,046 -35	-2%	-$4.8K	0.11%	117
2017 Q2	$281K	Sell	2,081 -183	-8%	-$24.4K	0.1%	102
2017 Q1	$297K	Sell	2,264 -1,722	-43%	-$223K	0.11%	100
2016 Q4	$496K	Sell	3,986 -104	-3%	-$12.7K	0.17%	79
2016 Q3	$493K	Sell	4,090 -6,218	-60%	-$747K	0.16%	75
2016 Q2	$1.21M	Sell	10,308 -3,735	-27%	-$431K	0.45%	40
2016 Q1	$1.6M	Sell	14,043 -641	-4%	-$69.3K	0.51%	39
2015 Q4	$1.66M	Sell	14,684 -20,275	-58%	-$2.32M	0.65%	38
2015 Q3	$3.74M	Sell	34,959 -3,351	-9%	-$381K	1.73%	10
2015 Q2	$4.45M	Sell	38,310 -579	-1%	-$68.3K	1.89%	9
2015 Q1	$4.5M	Sell	38,889 -2,327	-6%	-$269K	2.15%	7
2014 Q4	$4.72M	Buy	+41,216	New	+$4.62M	2.6%	4

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

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

LVW Advisors's IWB Position: Q2 2026 in Review

LVW Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,127 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #246.

LVW Advisors first reported a position in IWB in Q4 2014 and has held it in 35 quarters since. The position peaked at $4.72M in Q4 2014. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

LVW Advisors held 1,127 shares of iShares Russell 1000 ETF worth $462K as of Q2 2026.
LVW Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #246 holding.
LVW Advisors first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 35 quarters since.
LVW Advisors's iShares Russell 1000 ETF position peaked at $4.72M in Q4 2014.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.