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

ARQ 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	-1,412	Closed	-$433K	–	137
2025 Q2	$433K	Hold	1,412	–	–	0.15%	77
2025 Q1	$433K	Hold	1,412	–	–	0.16%	72
2024 Q4	$455K	Hold	1,412	–	–	0.17%	73
2024 Q3	$436K	Hold	1,412	–	–	0.17%	68
2024 Q2	$420K	Buy	1,412 +30	+2%	+$8.61K	0.18%	60
2024 Q1	$398K	Buy	+1,382	New	+$379K	0.17%	65

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

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

ARQ Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 1,412 shares — an estimated $433K sold.

ARQ Wealth Advisors first reported a position in IWB in Q1 2024 and held it in 6 quarters. The position peaked at $455K in Q4 2024. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

ARQ Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
ARQ Wealth Advisors sold 1,412 iShares Russell 1000 ETF shares in Q3 2025, an estimated $433K.
ARQ Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and held it in 6 quarters.
ARQ Wealth Advisors's iShares Russell 1000 ETF position peaked at $455K in Q4 2024.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on ARQ Wealth Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.