Vanguard Personalized Indexing Management’s iShares Russell 1000 ETF IWB Stock Holding History

Vanguard Personalized Indexing Management’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	$1.77M	Sell	4,331 -129	-3%	-$51.1K	0.01%	705
2026 Q1	$1.59M	Buy	4,460 +566	+15%	+$211K	0.02%	702
2025 Q4	$1.45M	Sell	3,894 -885	-19%	-$328K	0.01%	730
2025 Q3	$1.75M	Sell	4,779 -11	-0.2%	-$3.87K	0.02%	638
2025 Q2	$1.63M	Buy	4,790 +680	+17%	+$213K	0.02%	645
2025 Q1	$1.26M	Buy	4,110 +3,091	+303%	+$999K	0.02%	678
2024 Q4	$328K	Buy	1,019 +18	+2%	+$5.83K	0.01%	1299
2024 Q3	$315K	Sell	1,001 -375	-27%	-$114K	0.01%	1320
2024 Q2	$409K	Sell	1,376 -10	-0.7%	-$2.87K	0.01%	1127
2024 Q1	$399K	Buy	1,386 +523	+61%	+$143K	0.01%	1126
2023 Q4	$226K	Buy	+863	New	+$211K	0.01%	1358
2021 Q4	–	Sell	-887	Closed	-$214K	–	1085
2021 Q3	$214K	Buy	+887	New	+$221K	0.02%	910

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

Vanguard Personalized Indexing Management's IWB Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q2 2026, selling an estimated $51.1K and leaving 4,331 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #705.

Vanguard Personalized Indexing Management first reported a position in IWB in Q3 2021 and has held it in 12 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Vanguard Personalized Indexing Management held 4,331 shares of iShares Russell 1000 ETF worth $1.77M as of Q2 2026.
Vanguard Personalized Indexing Management sold 129 iShares Russell 1000 ETF shares in Q2 2026, an estimated $51.1K.
iShares Russell 1000 ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #705 holding.
Vanguard Personalized Indexing Management first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 12 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.