Virtue Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Virtue Capital Management’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	–	Sell	-26,923	Closed	-$6.7M	–	344
2025 Q4	$6.7M	Buy	+26,923	New	+$9.97M	1.03%	21
2025 Q3	–	Sell	-615	Closed	-$209K	–	306
2025 Q2	$209K	Buy	+615	New	+$193K	0.04%	247
2025 Q1	–	Sell	-1,715	Closed	-$553K	–	473
2024 Q4	$553K	Buy	+1,715	New	+$556K	0.11%	134
2019 Q3	–	Sell	-1,243	Closed	-$202K	–	236
2019 Q2	$202K	Sell	1,243 -216	-15%	-$34.6K	0.07%	205
2019 Q1	$230K	Buy	+1,459	New	+$221K	0.08%	98

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Virtue Capital Management's IWB Position: Q1 2026 in Review

Virtue Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 26,923 shares — an estimated $6.7M sold.

Virtue Capital Management first reported a position in IWB in Q1 2019 and held it in 5 quarters. The position peaked at $6.7M in Q4 2025. 1,476 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Virtue Capital Management reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Virtue Capital Management sold 26,923 iShares Russell 1000 ETF shares in Q1 2026, an estimated $6.7M.
Virtue Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2019 and held it in 5 quarters.
Virtue Capital Management's iShares Russell 1000 ETF position peaked at $6.7M in Q4 2025.
1,476 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.