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Vision Retirement’s iShares Russell 1000 ETF IWB Stock Holding History

Vision Retirement’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 		$246K Sell
600
-96
-14% -$38K 0.06% 121
2026
Q1 		$248K Buy
696
+96
+16% +$35.8K 0.07% 114
2025
Q4 		$224K Buy
+600
New +$222K 0.06% 120

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Vision Retirement's IWB Position: Q2 2026 in Review

Vision Retirement reduced its iShares Russell 1000 ETF (IWB) stake by 14% in Q2 2026, selling an estimated $38K and leaving 600 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #121.

Vision Retirement first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. The position peaked at $248K in Q1 2026. 1,499 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Vision Retirement held 600 shares of iShares Russell 1000 ETF worth $246K as of Q2 2026.
  • Vision Retirement sold 96 iShares Russell 1000 ETF shares in Q2 2026, an estimated $38K.
  • iShares Russell 1000 ETF made up 0.06% of Vision Retirement's portfolio in Q2 2026, its #121 holding.
  • Vision Retirement first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Russell 1000 ETF position peaked at $248K in Q1 2026.
  • 1,499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.