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 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

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

Shared Vision Wealth Group's IWB Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, selling an estimated $51K and leaving 1,182 shares worth $421K. The position accounts for 0.17% of the portfolio, ranked #69.

Shared Vision Wealth Group first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $501K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Shared Vision Wealth Group held 1,182 shares of iShares Russell 1000 ETF worth $421K as of Q1 2026.
Shared Vision Wealth Group sold 137 iShares Russell 1000 ETF shares in Q1 2026, an estimated $51K.
iShares Russell 1000 ETF made up 0.17% of Shared Vision Wealth Group's portfolio in Q1 2026, its #69 holding.
Shared Vision Wealth Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's iShares Russell 1000 ETF position peaked at $501K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.