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

Vawter 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
Q1 		$1.2M Sell
3,366
-42
-1% -$15.7K 0.51% 36
2025
Q4 		$1.27M Sell
3,408
-35
-1% -$13K 0.54% 36
2025
Q3 		$1.26M Buy
+3,443
New +$1.21M 0.57% 37
2025
Q2 		– Sell
-3,461
Closed -$1.06M – 55
2025
Q1 		$1.06M Hold
3,461
– – 0.59% 35
2024
Q4 		$1.11M Sell
3,461
-68
-2% -$22K 0.67% 33
2024
Q3 		$1.11M Sell
3,529
-250
-7% -$75.7K 0.68% 34
2024
Q2 		$1.12M Hold
3,779
– – 0.77% 29
2024
Q1 		$1.09M Hold
3,779
– – 0.79% 26
2023
Q4 		$991K Sell
3,779
-201
-5% -$49.2K 0.78% 26
2023
Q3 		$935K Hold
3,980
– – 1.06% 21
2023
Q2 		$970K Sell
3,980
-459
-10% -$106K 0.84% 25
2023
Q1 		$1,000K Sell
4,439
-100
-2% -$22K 1.01% 20
2022
Q4 		$956K Buy
+4,539
New +$961K 1.11% 20

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Vawter Financial's IWB Position: Q1 2026 in Review

Vawter Financial reduced its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q1 2026, selling an estimated $15.7K and leaving 3,366 shares worth $1.2M. The position accounts for 0.51% of the portfolio, ranked #36.

Vawter Financial first reported a position in IWB in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.27M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Vawter Financial held 3,366 shares of iShares Russell 1000 ETF worth $1.2M as of Q1 2026.
  • Vawter Financial sold 42 iShares Russell 1000 ETF shares in Q1 2026, an estimated $15.7K.
  • iShares Russell 1000 ETF made up 0.51% of Vawter Financial's portfolio in Q1 2026, its #36 holding.
  • Vawter Financial first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 13 quarters since.
  • Vawter Financial's iShares Russell 1000 ETF position peaked at $1.27M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.