V2 Financial group’s iShares Russell 1000 ETF IWB Stock Holding History

V2 Financial 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	$491K	Hold	1,200	–	–	0.18%	65
2026 Q1	$428K	Hold	1,200	–	–	0.2%	64
2025 Q4	$448K	Hold	1,200	–	–	0.22%	56
2025 Q3	$439K	Hold	1,200	–	–	0.24%	51
2025 Q2	$407K	Hold	1,200	–	–	0.25%	52
2025 Q1	$368K	Hold	1,200	–	–	0.24%	53
2024 Q4	$387K	Hold	1,200	–	–	0.23%	53
2024 Q3	$377K	Hold	1,200	–	–	0.24%	49
2024 Q2	$359K	Hold	1,200	–	–	0.24%	48
2024 Q1	$346K	Hold	1,200	–	–	0.24%	46
2023 Q4	$315K	Hold	1,200	–	–	0.22%	45
2023 Q3	$282K	Hold	1,200	–	–	0.21%	47
2023 Q2	$292K	Hold	1,200	–	–	0.21%	47
2023 Q1	$270K	Hold	1,200	–	–	0.2%	51
2022 Q4	$253K	Hold	1,200	–	–	0.2%	55
2022 Q3	$237K	Hold	1,200	–	–	0.21%	52
2022 Q2	$249K	Hold	1,200	–	–	0.2%	52
2022 Q1	$300K	Hold	1,200	–	–	0.23%	50
2021 Q4	$317K	Hold	1,200	–	–	0.25%	55
2021 Q3	$290K	Hold	1,200	–	–	0.25%	50
2021 Q2	$290K	Hold	1,200	–	–	0.25%	50
2021 Q1	$269K	Hold	1,200	–	–	0.24%	50
2020 Q4	$254K	Buy	+1,200	New	+$240K	0.26%	51

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

V2 Financial group's IWB Position: Q2 2026 in Review

V2 Financial group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,200 shares worth $491K. The position accounts for 0.18% of the portfolio, ranked #65.

V2 Financial group first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

V2 Financial group held 1,200 shares of iShares Russell 1000 ETF worth $491K as of Q2 2026.
V2 Financial group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.18% of V2 Financial group's portfolio in Q2 2026, its #65 holding.
V2 Financial group first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.