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PlanVest Financial’s iShares Russell 1000 ETF IWB Stock Holding History

PlanVest Financial’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 		$1.4M Sell
3,424
-82
-2% -$32.5K 0.94% 29
2026
Q1 		$1.25M Buy
+3,506
New +$1.31M 0.95% 28

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's IWB Position: Q2 2026 in Review

PlanVest Financial reduced its iShares Russell 1000 ETF (IWB) stake by 2.3% in Q2 2026, selling an estimated $32.5K and leaving 3,424 shares worth $1.4M. The position accounts for 0.94% of the portfolio, ranked #29.

PlanVest Financial first reported a position in IWB in Q1 2026 and has held it in 2 quarters since. 1,499 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • PlanVest Financial held 3,424 shares of iShares Russell 1000 ETF worth $1.4M as of Q2 2026.
  • PlanVest Financial sold 82 iShares Russell 1000 ETF shares in Q2 2026, an estimated $32.5K.
  • iShares Russell 1000 ETF made up 0.94% of PlanVest Financial's portfolio in Q2 2026, its #29 holding.
  • PlanVest Financial first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.