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 Q2	$596K	Sell	1,455 -352	-19%	-$140K	0.01%	1104
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

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

Vestmark Advisory Solutions's IWB Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 19% in Q2 2026, selling an estimated $140K and leaving 1,455 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #1104.

Vestmark Advisory Solutions first reported a position in IWB in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.2M in Q2 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Vestmark Advisory Solutions held 1,455 shares of iShares Russell 1000 ETF worth $596K as of Q2 2026.
Vestmark Advisory Solutions sold 352 iShares Russell 1000 ETF shares in Q2 2026, an estimated $140K.
iShares Russell 1000 ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1104 holding.
Vestmark Advisory Solutions first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 13 quarters since.
Vestmark Advisory Solutions's iShares Russell 1000 ETF position peaked at $2.2M in Q2 2025.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.