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

Univest 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	$225K	Buy	+550	New	+$218K	0.01%	260
2026 Q1	–	Sell	-608	Closed	-$227K	–	258
2025 Q4	$227K	Buy	+608	New	+$225K	0.01%	247
2025 Q3	–	Sell	-2,189	Closed	-$743K	–	268
2025 Q2	$743K	Buy	2,189 +26	+1%	+$8.16K	0.04%	165
2025 Q1	$663K	Hold	2,163	–	–	0.04%	182
2024 Q4	$697K	Sell	2,163 -32	-1%	-$10.4K	0.04%	176
2024 Q3	$690K	Buy	+2,195	New	+$665K	0.05%	175

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 29.2% 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

Univest Financial's IWB Position: Q2 2026 in Review

Univest Financial opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 550 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings. This is a return to the name: Univest Financial previously reported a position in IWB as recently as Q4 2025.

Univest Financial first reported a position in IWB in Q3 2024 and has held it in 6 quarters since. The position peaked at $743K in Q2 2025. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Univest Financial held 550 shares of iShares Russell 1000 ETF worth $225K as of Q2 2026.
iShares Russell 1000 ETF was a new Univest Financial position in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Univest Financial's portfolio in Q2 2026, its #260 holding.
Univest Financial first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 6 quarters since.
Univest Financial's iShares Russell 1000 ETF position peaked at $743K in Q2 2025.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.