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Austin Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Austin Private Wealth’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
Q4 		$19.2M Sell
51,368
-2,883
-5% -$1.07M 1.43% 22
2025
Q3 		$19.8M Sell
54,251
-625
-1% -$220K 1.5% 19
2025
Q2 		$18.6M Sell
54,876
-3,976
-7% -$1.25M 1.47% 20
2025
Q1 		$18.1M Sell
58,852
-1,121
-2% -$362K 1.61% 17
2024
Q4 		$19.3M Sell
59,973
-247
-0.4% -$80K 1.79% 16
2024
Q3 		$18.9M Sell
60,220
-600
-1% -$182K 1.82% 15
2024
Q2 		$18.1M Sell
60,820
-1,536
-2% -$441K 1.95% 14
2024
Q1 		$17.8M Sell
62,356
-1,592
-2% -$436K 2.05% 15
2023
Q4 		$16.8M Sell
63,948
-1,902
-3% -$466K 2.12% 12
2023
Q3 		$15.5M Sell
65,850
-2,179
-3% -$533K 2.24% 12
2023
Q2 		$16.6M Sell
68,029
-1,199
-2% -$276K 2.4% 13
2023
Q1 		$15.6M Sell
69,228
-518
-0.7% -$114K 2.49% 11
2022
Q4 		$14.7M Sell
69,746
-2,913
-4% -$617K 2.57% 10
2022
Q3 		$14.3M Sell
72,659
-2,112
-3% -$463K 3.01% 9
2022
Q2 		$15.5M Sell
74,771
-1,706
-2% -$386K 3.44% 6
2022
Q1 		$19.1M Sell
76,477
-1,144
-1% -$282K 3.82% 7
2021
Q4 		$20.5M Sell
77,621
-3,332
-4% -$858K 4.09% 6
2021
Q3 		$19.6M Sell
80,953
-481
-0.6% -$120K 4.15% 5
2021
Q2 		$19.7M Sell
81,434
-962
-1% -$227K 4.55% 3
2021
Q1 		$18.4M Sell
82,396
-2,483
-3% -$544K 4.85% 3
2020
Q4 		$18M Sell
84,879
-3,511
-4% -$701K 5.2% 3
2020
Q3 		$16.5M Sell
88,390
-5,569
-6% -$1.03M 6.18% 3
2020
Q2 		$16.1M Sell
93,959
-8,912
-9% -$1.44M 7.01% 4
2020
Q1 		$14.6M Sell
102,871
-214,122
-68% -$36.2M 8.78% 4
2019
Q4 		$56.6M Buy
+316,993
New +$54.1M 29.51% 1

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Austin Private Wealth's IWB Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 5.3% in Q4 2025, selling an estimated $1.07M and leaving 51,368 shares worth $19.2M. The position accounts for 1.43% of the portfolio, ranked #22.

Austin Private Wealth first reported a position in IWB in Q4 2019 and has held it in 25 quarters since. The position peaked at $56.6M in Q4 2019. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Austin Private Wealth held 51,368 shares of iShares Russell 1000 ETF worth $19.2M as of Q4 2025.
  • Austin Private Wealth sold 2,883 iShares Russell 1000 ETF shares in Q4 2025, an estimated $1.07M.
  • iShares Russell 1000 ETF made up 1.43% of Austin Private Wealth's portfolio in Q4 2025, its #22 holding.
  • Austin Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's iShares Russell 1000 ETF position peaked at $56.6M in Q4 2019.
  • 1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.