360 Financial’s iShares Russell 1000 ETF IWB Stock Holding History

360 Financial’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
2025 Q4	–	Sell	-564	Closed	-$206K	–	83
2025 Q3	$206K	Sell	564 -100	-15%	-$35.2K	0.07%	80
2025 Q2	$225K	Hold	664	–	–	0.07%	76
2025 Q1	$204K	Sell	664 -65	-9%	-$21K	0.07%	73
2024 Q4	$235K	Sell	729 -48	-6%	-$15.5K	0.08%	69
2024 Q3	$244K	Hold	777	–	–	0.09%	73
2024 Q2	$231K	Hold	777	–	–	0.09%	77
2024 Q1	$224K	Hold	777	–	–	0.09%	77
2023 Q4	$204K	Buy	+777	New	+$190K	0.09%	76

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

360 Financial's IWB Position: Q4 2025 in Review

360 Financial sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 564 shares — an estimated $206K sold.

360 Financial first reported a position in IWB in Q4 2023 and held it in 8 quarters. The position peaked at $244K in Q3 2024. 1,495 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

360 Financial reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
360 Financial sold 564 iShares Russell 1000 ETF shares in Q4 2025, an estimated $206K.
360 Financial first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 8 quarters.
360 Financial's iShares Russell 1000 ETF position peaked at $244K in Q3 2024.
1,495 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on 360 Financial's 13F filing for Q4 2025, filed 10 Feb 2026.