Vestmark Advisory Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Vestmark Advisory Solutions’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	$645K	Sell	1,807 -1,114	-38%	-$415K	0.01%	987
2025 Q4	$1.09M	Buy	2,921 +508	+21%	+$188K	0.01%	767
2025 Q3	$882K	Sell	2,413 -4,057	-63%	-$1.43M	0.02%	569
2025 Q2	$2.2M	Buy	6,470 +3,744	+137%	+$1.18M	0.03%	361
2025 Q1	$836K	Sell	2,726 -1,246	-31%	-$403K	0.02%	431
2024 Q4	$1.28M	Buy	3,972 +1,065	+37%	+$345K	0.04%	298
2024 Q3	$914K	Sell	2,907 -5	-0.2%	-$1.51K	0.03%	309
2024 Q2	$866K	Buy	2,912 +1,761	+153%	+$506K	0.04%	326
2024 Q1	$332K	Sell	1,151 -225	-16%	-$61.7K	0.01%	431
2023 Q4	$361K	Buy	1,376 +257	+23%	+$62.9K	0.02%	385
2023 Q3	$263K	Buy	1,119 +90	+9%	+$22K	0.02%	358
2023 Q2	$251K	Buy	+1,029	New	+$237K	0.01%	766

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

Vestmark Advisory Solutions's IWB Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 38% in Q1 2026, selling an estimated $415K and leaving 1,807 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #987.

Vestmark Advisory Solutions first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.2M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Vestmark Advisory Solutions held 1,807 shares of iShares Russell 1000 ETF worth $645K as of Q1 2026.
Vestmark Advisory Solutions sold 1,114 iShares Russell 1000 ETF shares in Q1 2026, an estimated $415K.
iShares Russell 1000 ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #987 holding.
Vestmark Advisory Solutions first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
Vestmark Advisory Solutions's iShares Russell 1000 ETF position peaked at $2.2M in Q2 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.