Vista Finance’s iShares Russell 1000 ETF IWB Stock Holding History

Vista Finance’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	$241K	Hold	588	–	–	0.13%	54
2026 Q1	$210K	Hold	588	–	–	0.17%	51
2025 Q4	$220K	Hold	588	–	–	0.15%	50
2025 Q3	$215K	Buy	+588	New	+$207K	0.14%	49
2022 Q2	–	Sell	-954	Closed	-$239K	–	47
2022 Q1	$239K	Hold	954	–	–	0.35%	48
2021 Q4	$252K	Buy	+954	New	+$246K	0.26%	78

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

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

Vista Finance's IWB Position: Q2 2026 in Review

Vista Finance held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 588 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #54.

Vista Finance first reported a position in IWB in Q4 2021 and has held it in 6 quarters since. The position peaked at $252K in Q4 2021. 702 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Vista Finance held 588 shares of iShares Russell 1000 ETF worth $241K as of Q2 2026.
Vista Finance left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.13% of Vista Finance's portfolio in Q2 2026, its #54 holding.
Vista Finance first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 6 quarters since.
Vista Finance's iShares Russell 1000 ETF position peaked at $252K in Q4 2021.
702 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.