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

Bordeaux 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
Q2 		$16.5M Buy
48,706
+67
+0.1% +$21K 2.12% 9
2025
Q1 		$14.9M Hold
48,639
– – 2.76% 8
2024
Q4 		$15.7M Hold
48,639
– – 2.52% 8
2024
Q3 		$15.3M Sell
48,639
-290
-0.6% -$87.8K 2.77% 7
2024
Q2 		$14.6M Buy
48,929
+290
+0.6% +$83.3K 2.78% 8
2024
Q1 		$14M Sell
48,639
-478
-1% -$131K 4.63% 6
2023
Q4 		$12.9M Hold
49,117
– – 4.35% 7
2023
Q3 		$11.5M Hold
49,117
– – 4.67% 5
2023
Q2 		$12M Sell
49,117
-280
-0.6% -$64.5K 4.91% 5
2023
Q1 		$11.1M Sell
49,397
-95
-0.2% -$20.9K 5.74% 4
2022
Q4 		$10.4M Buy
49,492
+139
+0.3% +$29.4K 5.72% 4
2022
Q3 		$9.74M Sell
49,353
-117
-0.2% -$25.7K 6.12% 4
2022
Q2 		$10.3M Sell
49,470
-83
-0.2% -$18.8K 7.08% 4
2022
Q1 		$12.4M Hold
49,553
– – 6.68% 3
2021
Q4 		$13.1M Sell
49,553
-385
-0.8% -$99.1K 6.01% 4
2021
Q3 		$12.1M Sell
49,938
-247
-0.5% -$61.4K 6.84% 4
2021
Q2 		$12.1M Hold
50,185
– – 6.98% 4
2021
Q1 		$11.2M Hold
50,185
– – 7.79% 4
2020
Q4 		$10.6M Buy
+50,185
New +$10M 7.99% 3

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bordeaux Wealth Advisors's IWB Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.14% in Q2 2025, buying an estimated $21K and bringing the position to 48,706 shares worth $16.5M. The position accounts for 2.12% of the portfolio, ranked #9.

Bordeaux Wealth Advisors first reported a position in IWB in Q4 2020 and has held it in 19 quarters since. 1,389 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Bordeaux Wealth Advisors held 48,706 shares of iShares Russell 1000 ETF worth $16.5M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 67 iShares Russell 1000 ETF shares in Q2 2025, an estimated $21K.
  • iShares Russell 1000 ETF made up 2.12% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #9 holding.
  • Bordeaux Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,389 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.