Benchmark Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Benchmark Investment 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 Q1	$258K	Hold	842	–	–	0.17%	82
2024 Q4	$271K	Hold	842	–	–	0.18%	77
2024 Q3	$265K	Buy	842 +20	+2%	+$6.06K	0.19%	76
2024 Q2	$245K	Hold	822	–	–	0.18%	81
2024 Q1	$237K	Hold	822	–	–	0.19%	82
2023 Q4	$216K	Buy	+822	New	+$201K	0.2%	82
2023 Q3	–	Sell	-874	Closed	-$213K	–	87
2023 Q2	$213K	Buy	+874	New	+$201K	0.2%	84
2022 Q4	–	Sell	-1,069	Closed	-$211K	–	98
2022 Q3	$211K	Buy	1,069 +107	+11%	+$23.5K	0.23%	88
2022 Q2	$200K	Buy	+962	New	+$217K	0.21%	89

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

Benchmark Investment Advisors's IWB Position: Q1 2025 in Review

Benchmark Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2025 at 842 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #82.

Benchmark Investment Advisors first reported a position in IWB in Q2 2022 and has held it in 9 quarters since. The position peaked at $271K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Benchmark Investment Advisors held 842 shares of iShares Russell 1000 ETF worth $258K as of Q1 2025.
Benchmark Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2025.
iShares Russell 1000 ETF made up 0.17% of Benchmark Investment Advisors's portfolio in Q1 2025, its #82 holding.
Benchmark Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 9 quarters since.
Benchmark Investment Advisors's iShares Russell 1000 ETF position peaked at $271K in Q4 2024.
1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Benchmark Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.