VisionPoint Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

VisionPoint Advisory Group’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	$228K	Buy	+556	New	+$220K	0.04%	429
2021 Q1	–	Sell	-2,259	Closed	-$479K	–	134
2020 Q4	$479K	Sell	2,259 -1,287	-36%	-$257K	0.24%	84
2020 Q3	$664K	Sell	3,546 -546	-13%	-$101K	0.29%	46
2020 Q2	$731K	Sell	4,092 -47,267	-92%	-$7.65M	0.3%	41
2020 Q1	$7.27M	Sell	51,359 -2,422	-5%	-$409K	3.4%	3
2019 Q4	$9.6M	Sell	53,781 -5,392	-9%	-$920K	3.98%	2
2019 Q3	$9.66M	Sell	59,173 -4,202	-7%	-$690K	2.65%	5
2019 Q2	$10.3M	Buy	63,375 +33,432	+112%	+$5.35M	2.96%	5
2019 Q1	$4.71M	Sell	29,943 -16	-0.1%	-$2.42K	1.32%	10
2018 Q4	$4.16M	Buy	+29,959	New	+$4.48M	1.35%	9

Other funds holding IWB

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

VisionPoint Advisory Group's IWB Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 556 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #429 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in IWB as recently as Q4 2020.

VisionPoint Advisory Group first reported a position in IWB in Q4 2018 and has held it in 10 quarters since. The position peaked at $10.3M in Q2 2019. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

VisionPoint Advisory Group held 556 shares of iShares Russell 1000 ETF worth $228K as of Q2 2026.
iShares Russell 1000 ETF was a new VisionPoint Advisory Group position in Q2 2026.
iShares Russell 1000 ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #429 holding.
VisionPoint Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 10 quarters since.
VisionPoint Advisory Group's iShares Russell 1000 ETF position peaked at $10.3M in Q2 2019.
278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.