Adero Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Adero Partners’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 Q1	$1.53M	Hold	4,991	–	–	0.1%	68
2024 Q4	$1.61M	Hold	4,991	–	–	0.1%	69
2024 Q3	$1.57M	Hold	4,991	–	–	0.1%	67
2024 Q2	$1.48M	Hold	4,991	–	–	0.11%	68
2024 Q1	$1.44M	Hold	4,991	–	–	0.11%	69
2023 Q4	$1.31M	Sell	4,991 -40	-0.8%	-$9.79K	0.11%	68
2023 Q3	$1.18M	Sell	5,031 -85	-2%	-$20.8K	0.11%	67
2023 Q2	$1.25M	Sell	5,116 -87	-2%	-$20K	0.12%	66
2023 Q1	$1.17M	Sell	5,203 -114	-2%	-$25.1K	0.13%	66
2022 Q4	$1.12M	Hold	5,317	–	–	0.13%	63
2022 Q3	$1.11M	Sell	5,317 -47	-0.9%	-$10.3K	0.14%	64
2022 Q2	$1.12M	Sell	5,364 -41	-0.8%	-$9.27K	0.16%	58
2022 Q1	$1.35M	Sell	5,405 -91	-2%	-$22.5K	0.2%	52
2021 Q4	$1.45M	Sell	5,496 -28	-0.5%	-$7.21K	0.24%	52
2021 Q3	$1.33M	Sell	5,524 -142	-3%	-$35.3K	0.24%	50
2021 Q2	$1.37M	Hold	5,666	–	–	0.32%	40
2021 Q1	$1.27M	Hold	5,666	–	–	0.57%	34
2020 Q4	$1.2M	Hold	5,666	–	–	1.03%	22
2020 Q3	$1.06M	Hold	5,666	–	–	0.85%	25
2020 Q2	$973K	Sell	5,666 -937	-14%	-$152K	1.01%	23
2020 Q1	$935K	Buy	6,603 +47	+0.7%	+$7.95K	1.55%	16
2019 Q4	$1.17M	Buy	+6,556	New	+$1.12M	1.31%	18

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adero Partners's IWB Position: Q1 2025 in Review

Adero Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2025 at 4,991 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #68.

Adero Partners first reported a position in IWB in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.61M in Q4 2024. 1,340 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Adero Partners held 4,991 shares of iShares Russell 1000 ETF worth $1.53M as of Q1 2025.
Adero Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2025.
iShares Russell 1000 ETF made up 0.1% of Adero Partners's portfolio in Q1 2025, its #68 holding.
Adero Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 22 quarters since.
Adero Partners's iShares Russell 1000 ETF position peaked at $1.61M in Q4 2024.
1,340 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.