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Oliver Lagore Vanvalin Investment Group’s iShares Russell 1000 ETF IWB Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$43.9K Buy
+143
New +$44.9K 0.02% 262
2024
Q4 		$46.1K Hold
143
– – 0.01% 259
2024
Q3 		$45K Hold
143
– – 0.01% 257
2024
Q2 		$42.5K Hold
143
– – 0.01% 257
2024
Q1 		$41.2K Buy
+143
New +$39.2K 0.01% 259

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IWB Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2025: 143 shares worth $43.9K. The stake represents 0.02% of the portfolio and ranks #262 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IWB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IWB in Q1 2024 and has held it in 5 quarters since. The position peaked at $46.1K in Q4 2024. 1,389 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 143 shares of iShares Russell 1000 ETF worth $43.9K as of Q2 2025.
  • iShares Russell 1000 ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares Russell 1000 ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #262 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 5 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares Russell 1000 ETF position peaked at $46.1K in Q4 2024.
  • 1,389 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.