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Sound View Wealth Advisors Group’s iShares Russell 1000 ETF IWB Stock Holding History

Sound View Wealth Advisors 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 		$5.3M Sell
14,853
-48
-0.3% -$17.9K 0.36% 68
2025
Q4 		$5.56M Buy
14,901
+311
+2% +$115K 0.37% 62
2025
Q3 		$5.33M Buy
14,590
+135
+0.9% +$47.5K 0.37% 64
2025
Q2 		$4.91M Buy
14,455
+592
+4% +$186K 0.36% 67
2025
Q1 		$4.25M Buy
13,863
+146
+1% +$47.2K 0.35% 66
2024
Q4 		$4.42M Buy
13,717
+465
+4% +$151K 0.36% 63
2024
Q3 		$4.17M Buy
13,252
+3,905
+42% +$1.18M 0.34% 67
2024
Q2 		$2.78M Buy
9,347
+525
+6% +$151K 0.29% 75
2024
Q1 		$2.54M Sell
8,822
-1,421
-14% -$389K 0.27% 89
2023
Q4 		$2.69M Buy
10,243
+479
+5% +$117K 0.3% 84
2023
Q3 		$2.29M Buy
9,764
+2,017
+26% +$494K 0.29% 86
2023
Q2 		$1.89M Buy
7,747
+600
+8% +$138K 0.25% 90
2023
Q1 		$1.61M Sell
7,147
-3,096
-30% -$681K 0.22% 101
2022
Q4 		$2.69M Buy
10,243
+4,475
+78% +$947K 0.3% 84
2022
Q3 		$1.14M Sell
5,768
-199
-3% -$43.6K 0.26% 100
2022
Q2 		$1.24M Buy
5,967
+324
+6% +$73.2K 0.26% 96
2022
Q1 		$1.41M Buy
5,643
+166
+3% +$41K 0.27% 94
2021
Q4 		$1.45M Buy
5,477
+91
+2% +$23.4K 0.27% 91
2021
Q3 		$1.3M Buy
5,386
+297
+6% +$73.8K 0.27% 94
2021
Q2 		$1.23M Buy
5,089
+1,571
+45% +$370K 0.26% 98
2021
Q1 		$787K Buy
3,518
+493
+16% +$108K 0.18% 118
2020
Q4 		$641K Buy
3,025
+156
+5% +$31.1K 0.16% 134
2020
Q3 		$537K Sell
2,869
-691
-19% -$128K 0.14% 137
2020
Q2 		$611K Sell
3,560
-124
-3% -$20.1K 0.17% 121
2020
Q1 		$521K Buy
3,684
+33
+0.9% +$5.58K 0.18% 118
2019
Q4 		$651K Sell
3,651
-473
-11% -$80.7K 0.18% 123
2019
Q3 		$679K Sell
4,124
-170
-4% -$27.9K 0.2% 117
2019
Q2 		$699K Buy
+4,294
New +$688K 0.21% 118

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sound View Wealth Advisors Group's IWB Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.32% in Q1 2026, selling an estimated $17.9K and leaving 14,853 shares worth $5.3M. The position accounts for 0.36% of the portfolio, ranked #68.

Sound View Wealth Advisors Group first reported a position in IWB in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.56M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Sound View Wealth Advisors Group held 14,853 shares of iShares Russell 1000 ETF worth $5.3M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 48 iShares Russell 1000 ETF shares in Q1 2026, an estimated $17.9K.
  • iShares Russell 1000 ETF made up 0.36% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #68 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Russell 1000 ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's iShares Russell 1000 ETF position peaked at $5.56M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.