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Allium Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Allium Financial 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
2025
Q3 		– Sell
-732
Closed -$249K – 88
2025
Q2 		$249K Hold
732
– – 0.22% 70
2025
Q1 		$225K Buy
+732
New +$237K 0.2% 71

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allium Financial Advisors's IWB Position: Q3 2025 in Review

Allium Financial Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 732 shares — an estimated $249K sold.

Allium Financial Advisors first reported a position in IWB in Q1 2025 and held it in 2 quarters. The position peaked at $249K in Q2 2025. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • Allium Financial Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
  • Allium Financial Advisors sold 732 iShares Russell 1000 ETF shares in Q3 2025, an estimated $249K.
  • Allium Financial Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and held it in 2 quarters.
  • Allium Financial Advisors's iShares Russell 1000 ETF position peaked at $249K in Q2 2025.
  • 1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Allium Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.