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 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

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

Vise Technologies's IWB Position: Q1 2026 in Review

Vise Technologies held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 18,637 shares worth $6.96M. The position accounts for 0.14% of the portfolio, ranked #129.

Vise Technologies first reported a position in IWB in Q4 2021 and has held it in 8 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Vise Technologies held 18,637 shares of iShares Russell 1000 ETF worth $6.96M as of Q1 2026.
Vise Technologies left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.14% of Vise Technologies's portfolio in Q1 2026, its #129 holding.
Vise Technologies first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 8 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.