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Vise Technologies’s iShares Russell 1000 ETF IWB Stock Holding History

Vise Technologies’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 		$11.3M Buy
27,538
+8,901
+48% +$3.53M 0.13% 139
2026
Q1 		$6.96M Hold
18,637
– – 0.14% 129
2025
Q4 		$6.96M Buy
18,637
+6,396
+52% +$2.37M 0.14% 129
2025
Q3 		$4.47M Sell
12,241
-2,592
-17% -$913K 0.17% 124
2025
Q2 		$5.04M Buy
+14,833
New +$4.66M 0.21% 105
2024
Q4 		$2.75M Buy
8,533
+59
+0.7% +$19.1K 0.23% 86
2024
Q3 		$2.66M Buy
+8,474
New +$2.57M 0.34% 65
2022
Q2 		– Sell
-1,069
Closed -$267K – 307
2022
Q1 		$267K Hold
1,069
– – 0.1% 189
2021
Q4 		$283K Buy
+1,069
New +$275K 0.08% 112

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vise Technologies's IWB Position: Q2 2026 in Review

Vise Technologies increased its iShares Russell 1000 ETF (IWB) stake by 48% in Q2 2026, buying an estimated $3.53M and bringing the position to 27,538 shares worth $11.3M. The position accounts for 0.13% of the portfolio, ranked #139.

Vise Technologies first reported a position in IWB in Q4 2021 and has held it in 9 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Vise Technologies held 27,538 shares of iShares Russell 1000 ETF worth $11.3M as of Q2 2026.
  • Vise Technologies bought 8,901 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.53M.
  • iShares Russell 1000 ETF made up 0.13% of Vise Technologies's portfolio in Q2 2026, its #139 holding.
  • Vise Technologies first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 9 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.