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Blue Barn Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Blue Barn 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 		– Sell
-5,412
Closed -$1.98M – 100
2025
Q3 		$1.98M Buy
5,412
+3
+0.1% +$1.06K 0.87% 26
2025
Q2 		$1.84M Sell
5,409
-206
-4% -$64.7K 0.87% 28
2025
Q1 		$1.72M Sell
5,615
-531
-9% -$172K 0.9% 26
2024
Q4 		$1.98M Sell
6,146
-230
-4% -$74.5K 1.04% 25
2024
Q3 		$2M Buy
6,376
+10
+0.2% +$3.03K 1.03% 27
2024
Q2 		$1.89M Sell
6,366
-121
-2% -$34.7K 1.05% 28
2024
Q1 		$1.87M Sell
6,487
-145
-2% -$39.7K 1.04% 29
2023
Q4 		$1.74M Buy
6,632
+12
+0.2% +$2.94K 1.03% 28
2023
Q3 		$1.56M Sell
6,620
-12
-0.2% -$2.94K 1.02% 27
2023
Q2 		$1.62M Sell
6,632
-251
-4% -$57.8K 1.05% 27
2023
Q1 		$1.55M Buy
6,883
+8
+0.1% +$1.76K 0.96% 27
2022
Q4 		$1.45M Sell
6,875
-220
-3% -$46.6K 0.95% 27
2022
Q3 		$1.4M Sell
7,095
-464
-6% -$102K 1% 24
2022
Q2 		$1.57M Sell
7,559
-33
-0.4% -$7.46K 1.2% 20
2022
Q1 		$1.9M Sell
7,592
-425
-5% -$105K 1.31% 18
2021
Q4 		$2.12M Sell
8,017
-44
-0.5% -$11.3K 1.43% 17
2021
Q3 		$1.95M Sell
8,061
-302
-4% -$75.1K 1.71% 15
2021
Q2 		$2.02M Buy
+8,363
New +$1.97M 2.08% 14

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

Blue Barn Wealth's IWB Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 5,412 shares — an estimated $1.98M sold.

Blue Barn Wealth first reported a position in IWB in Q2 2021 and held it in 18 quarters. The position peaked at $2.12M in Q4 2021. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Blue Barn Wealth reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 5,412 iShares Russell 1000 ETF shares in Q4 2025, an estimated $1.98M.
  • Blue Barn Wealth first reported a position in iShares Russell 1000 ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's iShares Russell 1000 ETF position peaked at $2.12M in Q4 2021.
  • 1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.