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 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

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

V2 Financial group's IWB Position: Q1 2026 in Review

V2 Financial group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,200 shares worth $428K. The position accounts for 0.2% of the portfolio, ranked #64.

V2 Financial group first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $448K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

V2 Financial group held 1,200 shares of iShares Russell 1000 ETF worth $428K as of Q1 2026.
V2 Financial group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.2% of V2 Financial group's portfolio in Q1 2026, its #64 holding.
V2 Financial group first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
V2 Financial group's iShares Russell 1000 ETF position peaked at $448K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.