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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
Q2 		$6.19M Buy
15,104
+251
+2% +$99.5K 0.38% 65
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 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 29.18% 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

Sound View Wealth Advisors Group's IWB Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares Russell 1000 ETF (IWB) stake by 1.7% in Q2 2026, buying an estimated $99.5K and bringing the position to 15,104 shares worth $6.19M. The position accounts for 0.38% of the portfolio, ranked #65.

Sound View Wealth Advisors Group first reported a position in IWB in Q2 2019 and has held it in 29 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sound View Wealth Advisors Group held 15,104 shares of iShares Russell 1000 ETF worth $6.19M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 251 iShares Russell 1000 ETF shares in Q2 2026, an estimated $99.5K.
  • iShares Russell 1000 ETF made up 0.38% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #65 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Russell 1000 ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.