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 Q3	$222K	Sell	534 -22	-4%	-$9.14K	0.03%	419
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	$9.7M	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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

VisionPoint Advisory Group's IWB Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Russell 1000 ETF (IWB) stake by 4% in Q3 2026, selling an estimated $9.14K and leaving 534 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #419.

VisionPoint Advisory Group first reported a position in IWB in Q4 2018 and has held it in 11 quarters since. The position peaked at $10.3M in Q2 2019. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

VisionPoint Advisory Group held 534 shares of iShares Russell 1000 ETF worth $222K as of Q3 2026.
VisionPoint Advisory Group sold 22 iShares Russell 1000 ETF shares in Q3 2026, an estimated $9.14K.
iShares Russell 1000 ETF made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #419 holding.
VisionPoint Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 11 quarters since.
VisionPoint Advisory Group's iShares Russell 1000 ETF position peaked at $10.3M in Q2 2019.
491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.