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 Q2	$1.36M	Sell	3,319 -47	-1%	-$18.6K	0.51%	35
2026 Q1	$1.2M	Sell	3,366 -42	-1%	-$15.7K	0.5%	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	–	–	0.84%	24
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

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

Vawter Financial's IWB Position: Q2 2026 in Review

Vawter Financial reduced its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q2 2026, selling an estimated $18.6K and leaving 3,319 shares worth $1.36M. The position accounts for 0.51% of the portfolio, ranked #35.

Vawter Financial first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Vawter Financial held 3,319 shares of iShares Russell 1000 ETF worth $1.36M as of Q2 2026.
Vawter Financial sold 47 iShares Russell 1000 ETF shares in Q2 2026, an estimated $18.6K.
iShares Russell 1000 ETF made up 0.51% of Vawter Financial's portfolio in Q2 2026, its #35 holding.
Vawter Financial first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.