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Visionary Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Visionary Wealth Advisors’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 		$4.98M Sell
12,169
-248
-2% -$98.3K 0.2% 122
2026
Q1 		$4.43M Sell
12,417
-201
-2% -$74.9K 0.2% 128
2025
Q4 		$4.71M Sell
12,618
-112
-0.9% -$41.5K 0.21% 118
2025
Q3 		$4.65M Sell
12,730
-1,081
-8% -$381K 0.22% 108
2025
Q2 		$4.69M Sell
13,811
-135
-1% -$42.4K 0.24% 101
2025
Q1 		$4.28M Buy
13,946
+59
+0.4% +$19.1K 0.26% 103
2024
Q4 		$4.47M Sell
13,887
-430
-3% -$139K 0.26% 100
2024
Q3 		$4.5M Sell
14,317
-1,130
-7% -$342K 0.27% 95
2024
Q2 		$4.6M Buy
15,447
+36
+0.2% +$10.3K 0.3% 88
2024
Q1 		$4.44M Buy
15,411
+19
+0.1% +$5.21K 0.3% 91
2023
Q4 		$4.04M Sell
15,392
-56
-0.4% -$13.7K 0.3% 93
2023
Q3 		$3.63M Sell
15,448
-123
-0.8% -$30.1K 0.29% 95
2023
Q2 		$3.8M Sell
15,571
-144
-0.9% -$33.2K 0.3% 84
2023
Q1 		$3.54M Sell
15,715
-824
-5% -$181K 0.3% 88
2022
Q4 		$3.48M Sell
16,539
-95
-0.6% -$20.1K 0.32% 85
2022
Q3 		$3.28M Sell
16,634
-252
-1% -$55.3K 0.34% 77
2022
Q2 		$3.51M Sell
16,886
-33
-0.2% -$7.46K 0.31% 85
2022
Q1 		$4.23M Sell
16,919
-109
-0.6% -$26.9K 0.34% 81
2021
Q4 		$4.5M Sell
17,028
-41
-0.2% -$10.6K 0.37% 69
2021
Q3 		$4.13M Buy
17,069
+56
+0.3% +$13.9K 0.42% 62
2021
Q2 		$4.12M Sell
17,013
-735
-4% -$173K 0.41% 61
2021
Q1 		$3.97M Buy
17,748
+1,838
+12% +$402K 0.42% 65
2020
Q4 		$3.37M Buy
15,910
+11,149
+234% +$2.23M 0.38% 66
2020
Q3 		$891K Buy
+4,761
New +$879K 0.13% 123

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 22.96% 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

Visionary Wealth Advisors's IWB Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2% in Q2 2026, selling an estimated $98.3K and leaving 12,169 shares worth $4.98M. The position accounts for 0.2% of the portfolio, ranked #122.

Visionary Wealth Advisors first reported a position in IWB in Q3 2020 and has held it in 24 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Visionary Wealth Advisors held 12,169 shares of iShares Russell 1000 ETF worth $4.98M as of Q2 2026.
  • Visionary Wealth Advisors sold 248 iShares Russell 1000 ETF shares in Q2 2026, an estimated $98.3K.
  • iShares Russell 1000 ETF made up 0.2% of Visionary Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Visionary Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.