Vicus Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Vicus Capital’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	$267K	Buy	+653	New	+$259K	0.02%	239
2021 Q1	–	Sell	-1,493	Closed	-$316K	–	241
2020 Q4	$316K	Buy	1,493 +6	+0.4%	+$1.2K	0.04%	173
2020 Q3	$278K	Buy	1,487 +6	+0.4%	+$1.11K	0.04%	169
2020 Q2	$254K	Buy	+1,481	New	+$240K	0.04%	174
2014 Q4	–	Sell	-175,982	Closed	-$19.3M	–	182
2014 Q3	$19.3M	Buy	+175,982	New	+$19.4M	6.39%	3
2014 Q1	–	Sell	-36,253	Closed	-$3.74M	–	150
2013 Q4	$3.74M	Buy	+36,253	New	+$3.59M	1.41%	21

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

Vicus Capital's IWB Position: Q2 2026 in Review

Vicus Capital opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 653 shares worth $267K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings. This is a return to the name: Vicus Capital previously reported a position in IWB as recently as Q4 2020.

Vicus Capital first reported a position in IWB in Q4 2013 and has held it in 6 quarters since. The position peaked at $19.3M in Q3 2014. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Vicus Capital held 653 shares of iShares Russell 1000 ETF worth $267K as of Q2 2026.
iShares Russell 1000 ETF was a new Vicus Capital position in Q2 2026.
iShares Russell 1000 ETF made up 0.02% of Vicus Capital's portfolio in Q2 2026, its #239 holding.
Vicus Capital first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 6 quarters since.
Vicus Capital's iShares Russell 1000 ETF position peaked at $19.3M in Q3 2014.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.