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

Vision 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	$2.19M	Hold	6,146	–	–	0.28%	57
2025 Q4	$2.3M	Sell	6,146 -13	-0.2%	-$4.82K	0.28%	60
2025 Q3	$2.25M	Buy	6,159 +732	+13%	+$258K	0.28%	58
2025 Q2	$1.84M	Sell	5,427 -132	-2%	-$41.4K	0.24%	62
2025 Q1	$1.71M	Hold	5,559	–	–	0.25%	63
2024 Q4	$1.79M	Sell	5,559 -5	-0.1%	-$1.62K	0.26%	61
2024 Q3	$1.75M	Hold	5,564	–	–	0.25%	67
2024 Q2	$1.66M	Sell	5,564 -19	-0.3%	-$5.46K	0.25%	64
2024 Q1	$1.61M	Sell	5,583 -7	-0.1%	-$1.92K	0.24%	70
2023 Q4	$1.47M	Buy	+5,590	New	+$1.37M	0.23%	70
2023 Q3	–	Sell	-5,074	Closed	-$1.24M	–	87
2023 Q2	$1.24M	Hold	5,074	–	–	0.21%	69
2023 Q1	$1.14M	Hold	5,074	–	–	0.21%	70
2022 Q4	$1.07M	Hold	5,074	–	–	0.2%	70
2022 Q3	$1M	Hold	5,074	–	–	0.21%	69
2022 Q2	$1.05M	Hold	5,074	–	–	0.2%	70
2022 Q1	$1.27M	Hold	5,074	–	–	0.21%	70
2021 Q4	$1.34M	Hold	5,074	–	–	0.2%	71
2021 Q3	$1.23M	Hold	5,074	–	–	0.2%	71
2021 Q2	$1.23M	Sell	5,074 -62	-1%	-$14.6K	0.2%	70
2021 Q1	$1.15M	Hold	5,136	–	–	0.2%	71
2020 Q4	$1.09M	Sell	5,136 -65	-1%	-$13K	0.2%	70
2020 Q3	$973K	Hold	5,201	–	–	0.2%	67
2020 Q2	$893K	Buy	5,201 +1,318	+34%	+$213K	0.2%	67
2020 Q1	$550K	Hold	3,883	–	–	0.15%	67
2019 Q4	$693K	Sell	3,883 -60	-2%	-$10.2K	0.16%	66
2019 Q3	$649K	Hold	3,943	–	–	0.17%	66
2019 Q2	$642K	Hold	3,943	–	–	0.17%	66
2019 Q1	$620K	Buy	3,943 +318	+9%	+$48.1K	0.17%	65
2018 Q4	$503K	Hold	3,625	–	–	0.16%	63
2018 Q3	$586K	Hold	3,625	–	–	0.16%	66
2018 Q2	$551K	Hold	3,625	–	–	0.16%	66
2018 Q1	$532K	Hold	3,625	–	–	0.16%	67
2017 Q4	$539K	Sell	3,625 -1	-0%	-$145	0.16%	67
2017 Q3	$507K	Sell	3,626 -8	-0.2%	-$1.1K	0.16%	67
2017 Q2	$492K	Sell	3,634 -50	-1%	-$6.67K	0.17%	64
2017 Q1	$484K	Hold	3,684	–	–	0.17%	62
2016 Q4	$459K	Hold	3,684	–	–	0.18%	64
2016 Q3	$444K	Sell	3,684 -1,110	-23%	-$133K	0.19%	63
2016 Q2	$560K	Hold	4,794	–	–	0.24%	59
2016 Q1	$547K	Sell	4,794 -345	-7%	-$37.3K	0.13%	55
2015 Q4	$582K	Sell	5,139 -50	-1%	-$5.72K	0.13%	59
2015 Q3	$556K	Sell	5,189 -50	-1%	-$5.68K	0.12%	48
2015 Q2	$608K	Sell	5,239 -100	-2%	-$11.8K	0.11%	48
2015 Q1	$619K	Buy	+5,339	New	+$617K	0.09%	48
2014 Q4	–	Sell	-5,289	Closed	-$581K	–	59
2014 Q3	$581K	Buy	5,289 +579	+12%	+$64K	0.07%	47
2014 Q2	$519K	Sell	4,710 -100	-2%	-$10.6K	0.06%	47
2014 Q1	$504K	Buy	4,810 +67	+1%	+$6.89K	0.06%	49
2013 Q4	$489K	Hold	4,743	–	–	0.06%	49
2013 Q3	$447K	Hold	4,743	–	–	0.05%	51
2013 Q2	$427K	Buy	+4,743	New	+$425K	0.07%	52

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 $424B AUM 22.94% 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

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

Vision Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 6,146 shares worth $2.19M. The position accounts for 0.28% of the portfolio, ranked #57.

Vision Capital Management first reported a position in IWB in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.3M in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Vision Capital Management held 6,146 shares of iShares Russell 1000 ETF worth $2.19M as of Q1 2026.
Vision Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.28% of Vision Capital Management's portfolio in Q1 2026, its #57 holding.
Vision Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 50 quarters since.
Vision Capital Management's iShares Russell 1000 ETF position peaked at $2.3M in Q4 2025.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.