Amplius Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Amplius Wealth 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	-800	Closed	-$272K	–	192
2025 Q2	$272K	Hold	800	–	–	0.03%	166
2025 Q1	$245K	Sell	800 -50	-6%	-$16.2K	0.03%	158
2024 Q4	$274K	Hold	850	–	–	0.03%	145
2024 Q3	$267K	Hold	850	–	–	0.03%	141
2024 Q2	$253K	Hold	850	–	–	0.03%	144
2024 Q1	$245K	Sell	850 -40	-4%	-$11K	0.03%	152
2023 Q4	$233K	Hold	890	–	–	0.03%	151
2023 Q3	$209K	Sell	890 -65	-7%	-$15.9K	0.03%	149
2023 Q2	$233K	Sell	955 -40	-4%	-$9.21K	0.03%	146
2023 Q1	$224K	Sell	995 -73	-7%	-$16.1K	0.03%	148
2022 Q4	$225K	Hold	1,068	–	–	0.04%	142
2022 Q3	$211K	Sell	1,068 -64	-6%	-$14K	0.04%	144
2022 Q2	$235K	Sell	1,132 -3,132	-73%	-$708K	0.04%	142
2022 Q1	$1.07M	Sell	4,264 -180	-4%	-$44.4K	0.16%	61
2021 Q4	$1.18M	Buy	+4,444	New	+$1.14M	0.16%	61

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 22.9% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Amplius Wealth Advisors's IWB Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 800 shares — an estimated $272K sold.

Amplius Wealth Advisors first reported a position in IWB in Q4 2021 and held it in 15 quarters. The position peaked at $1.18M in Q4 2021. 1,422 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Amplius Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Amplius Wealth Advisors sold 800 iShares Russell 1000 ETF shares in Q3 2025, an estimated $272K.
Amplius Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 15 quarters.
Amplius Wealth Advisors's iShares Russell 1000 ETF position peaked at $1.18M in Q4 2021.
1,422 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.