Shared Vision Wealth Group’s iShares Russell 1000 ETF IWB Stock Holding History

Shared Vision Wealth 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 Q2	$493K	Buy	1,203 +21	+2%	+$8.32K	0.17%	75
2026 Q1	$421K	Sell	1,182 -137	-10%	-$51K	0.17%	69
2025 Q4	$501K	Buy	1,319 +12	+0.9%	+$4.45K	0.2%	61
2025 Q3	$479K	Hold	1,307	–	–	0.2%	59
2025 Q2	$454K	Buy	1,307 +74	+6%	+$23.2K	0.23%	50
2025 Q1	$378K	Buy	1,233 +324	+36%	+$105K	0.21%	54
2024 Q4	$293K	Sell	909 -9	-1%	-$2.92K	0.15%	60
2024 Q3	$289K	Sell	918 -1	-0.1%	-$303	0.15%	61
2024 Q2	$273K	Buy	919 +87	+10%	+$25K	0.16%	60
2024 Q1	$240K	Buy	832 +1	+0.1%	+$274	0.15%	65
2023 Q4	$218K	Buy	+831	New	+$203K	0.15%	74

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Shared Vision Wealth Group's IWB Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares Russell 1000 ETF (IWB) stake by 1.8% in Q2 2026, buying an estimated $8.32K and bringing the position to 1,203 shares worth $493K. The position accounts for 0.17% of the portfolio, ranked #75.

Shared Vision Wealth Group first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $501K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Shared Vision Wealth Group held 1,203 shares of iShares Russell 1000 ETF worth $493K as of Q2 2026.
Shared Vision Wealth Group bought 21 iShares Russell 1000 ETF shares in Q2 2026, an estimated $8.32K.
iShares Russell 1000 ETF made up 0.17% of Shared Vision Wealth Group's portfolio in Q2 2026, its #75 holding.
Shared Vision Wealth Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares Russell 1000 ETF position peaked at $501K in Q4 2025.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.