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World Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

World Investment 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 		$1.77M Sell
4,550
-1,126
-20% -$446K 0.03% 517
2026
Q1 		$2.02M Sell
5,676
-24
-0.4% -$8.94K 0.03% 479
2025
Q4 		$2.13M Buy
5,700
+3,889
+215% +$1.44M 0.03% 453
2025
Q3 		$662K Buy
1,811
+396
+28% +$139K 0.01% 687
2025
Q2 		$480K Sell
1,415
-14
-1% -$4.39K 0.01% 747
2025
Q1 		$438K Buy
1,429
+21
+1% +$6.79K 0.01% 731
2024
Q4 		$454K Buy
1,408
+354
+34% +$115K 0.01% 689
2024
Q3 		$331K Buy
1,054
+326
+45% +$98.7K 0.01% 708
2024
Q2 		$217K Buy
+728
New +$209K 0.01% 574
2023
Q1 		– Sell
-1,888
Closed -$397K – 249
2022
Q4 		$397K Sell
1,888
-1,039
-35% -$220K 0.09% 150
2022
Q3 		$578K Buy
2,927
+40
+1% +$8.77K 0.14% 118
2022
Q2 		$661K Buy
2,887
+542
+23% +$122K 0.14% 119
2022
Q1 		$586K Sell
2,345
-133
-5% -$32.8K 0.12% 130
2021
Q4 		$618K Buy
2,478
+38
+2% +$9.78K 0.13% 123
2021
Q3 		$590K Buy
2,440
+214
+10% +$53.2K 0.13% 115
2021
Q2 		$539K Buy
2,226
+214
+11% +$50.4K 0.12% 118
2021
Q1 		$464K Hold
2,012
– – 0.11% 122
2020
Q4 		$451K Buy
+2,012
New +$402K 0.11% 137

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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

World Investment Advisors's IWB Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 20% in Q2 2026, selling an estimated $446K and leaving 4,550 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #517.

World Investment Advisors first reported a position in IWB in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.13M in Q4 2025. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • World Investment Advisors held 4,550 shares of iShares Russell 1000 ETF worth $1.77M as of Q2 2026.
  • World Investment Advisors sold 1,126 iShares Russell 1000 ETF shares in Q2 2026, an estimated $446K.
  • iShares Russell 1000 ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #517 holding.
  • World Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 18 quarters since.
  • World Investment Advisors's iShares Russell 1000 ETF position peaked at $2.13M in Q4 2025.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.