VA
IWB icon

VestGen Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

VestGen Advisors’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 		$2.07M Buy
5,154
+393
+8% +$146K 0.06% 298
2025
Q4 		$1.78M Sell
4,761
-235
-5% -$87K 0.08% 251
2025
Q3 		$1.83M Buy
4,996
+96
+2% +$33.8K 0.06% 263
2025
Q2 		$1.68M Sell
4,900
-290
-6% -$91K 0.07% 240
2025
Q1 		$1.59M Buy
+5,190
New +$1.68M 0.07% 233

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

VestGen Advisors's IWB Position: Q1 2026 in Review

VestGen Advisors increased its iShares Russell 1000 ETF (IWB) stake by 8.3% in Q1 2026, buying an estimated $146K and bringing the position to 5,154 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #298.

VestGen Advisors first reported a position in IWB in Q1 2025 and has held it in 5 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • VestGen Advisors held 5,154 shares of iShares Russell 1000 ETF worth $2.07M as of Q1 2026.
  • VestGen Advisors bought 393 iShares Russell 1000 ETF shares in Q1 2026, an estimated $146K.
  • iShares Russell 1000 ETF made up 0.06% of VestGen Advisors's portfolio in Q1 2026, its #298 holding.
  • VestGen Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.