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

ARS Wealth Advisors Group’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	–	Sell	-701	Closed	-$226K	–	166
2024 Q4	$226K	Hold	701	–	–	0.03%	147
2024 Q3	$220K	Sell	701 -27	-4%	-$8.18K	0.03%	159
2024 Q2	$217K	Sell	728 -73	-9%	-$21K	0.03%	154
2024 Q1	$231K	Sell	801 -2	-0.2%	-$548	0.03%	151
2023 Q4	$211K	Buy	+803	New	+$197K	0.03%	149
2022 Q4	–	Sell	-1,140	Closed	-$225K	–	145
2022 Q3	$225K	Hold	1,140	–	–	0.03%	134
2022 Q2	$237K	Buy	1,140 +50	+5%	+$11.3K	0.03%	141
2022 Q1	$273K	Buy	+1,090	New	+$269K	0.05%	109

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

ARS Wealth Advisors Group's IWB Position: Q1 2025 in Review

ARS Wealth Advisors Group sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 701 shares — an estimated $226K sold.

ARS Wealth Advisors Group first reported a position in IWB in Q1 2022 and held it in 8 quarters. The position peaked at $273K in Q1 2022. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

ARS Wealth Advisors Group reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
ARS Wealth Advisors Group sold 701 iShares Russell 1000 ETF shares in Q1 2025, an estimated $226K.
ARS Wealth Advisors Group first reported a position in iShares Russell 1000 ETF in Q1 2022 and held it in 8 quarters.
ARS Wealth Advisors Group's iShares Russell 1000 ETF position peaked at $273K in Q1 2022.
1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q1 2025, filed 14 Apr 2025.