AllSquare Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

AllSquare Wealth Management’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	$21.2K	Sell	58 -8	-12%	-$2.82K	0.01%	316
2025 Q2	$22.4K	Hold	66	–	–	0.01%	306
2025 Q1	$20.2K	Hold	66	–	–	0.01%	311
2024 Q4	$21.3K	Hold	66	–	–	0.01%	303
2024 Q3	$20.8K	Hold	66	–	–	0.01%	308
2024 Q2	$19.6K	Hold	66	–	–	0.01%	305
2024 Q1	$19K	Hold	66	–	–	0.01%	307
2023 Q4	$17.3K	Hold	66	–	–	0.01%	314
2023 Q3	$15.5K	Hold	66	–	–	0.01%	321
2023 Q2	$15.2K	Hold	66	–	–	0.01%	328
2023 Q1	$14.9K	Hold	66	–	–	0.01%	329
2022 Q4	$13.9K	Hold	66	–	–	0.01%	322
2022 Q3	$13K	Hold	66	–	–	0.01%	322
2022 Q2	$14K	Hold	66	–	–	0.01%	323
2022 Q1	$17K	Hold	66	–	–	0.01%	330
2021 Q4	$17K	Hold	66	–	–	0.01%	339
2021 Q3	$16K	Hold	66	–	–	0.01%	332
2021 Q2	$16K	Hold	66	–	–	0.01%	348
2021 Q1	$15K	Hold	66	–	–	0.01%	346
2020 Q4	$14K	Hold	66	–	–	0.01%	321
2020 Q3	$12K	Hold	66	–	–	0.01%	319
2020 Q2	$11K	Hold	66	–	–	0.01%	323
2020 Q1	$9K	Hold	66	–	–	0.01%	319
2019 Q4	$12K	Hold	66	–	–	0.01%	307
2019 Q3	$11K	Hold	66	–	–	0.01%	310
2019 Q2	$11K	Hold	66	–	–	0.01%	325
2019 Q1	$10K	Hold	66	–	–	0.01%	328
2018 Q4	$9K	Hold	66	–	–	0.01%	326
2018 Q3	$11K	Hold	66	–	–	0.01%	333
2018 Q2	$10K	Hold	66	–	–	0.01%	339
2018 Q1	$10K	Hold	66	–	–	0.01%	277
2017 Q4	$10K	Hold	66	–	–	0.01%	282
2017 Q3	$9K	Buy	+66	New	+$9.06K	0.01%	270
2017 Q2	–	Sell	-66	Closed	-$9K	–	286
2017 Q1	$9K	Hold	66	–	–	0.01%	264
2016 Q4	$8K	Buy	+66	New	+$8.03K	0.01%	241

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllSquare Wealth Management's IWB Position: Q3 2025 in Review

AllSquare Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 12% in Q3 2025, selling an estimated $2.82K and leaving 58 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #316.

AllSquare Wealth Management first reported a position in IWB in Q4 2016 and has held it in 35 quarters since. The position peaked at $22.4K in Q2 2025. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

AllSquare Wealth Management held 58 shares of iShares Russell 1000 ETF worth $21.2K as of Q3 2025.
AllSquare Wealth Management sold 8 iShares Russell 1000 ETF shares in Q3 2025, an estimated $2.82K.
iShares Russell 1000 ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #316 holding.
AllSquare Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 35 quarters since.
AllSquare Wealth Management's iShares Russell 1000 ETF position peaked at $22.4K in Q2 2025.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.