Bristlecone Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $340K | Hold |
930
| – | – | 0.03% | 191 |
|
|
2025
Q2 | $316K | Hold |
930
| – | – | 0.03% | 185 |
|
|
2025
Q1 | $285K | Sell |
930
-51
| -5% | -$16.5K | 0.02% | 240 |
|
|
2024
Q4 | $316K | Sell |
981
-20
| -2% | -$6.48K | 0.02% | 239 |
|
|
2024
Q3 | $315K | Hold |
1,001
| – | – | 0.03% | 235 |
|
|
2024
Q2 | $298K | Buy |
1,001
+1
| +0.1% | +$287 | 0.03% | 235 |
|
|
2024
Q1 | $288K | Hold |
1,000
| – | – | 0.03% | 234 |
|
|
2023
Q4 | $262K | Buy |
1,000
+1
| +0.1% | +$245 | 0.03% | 243 |
|
|
2023
Q3 | $235K | Sell |
999
-1,940
| -66% | -$475K | 0.03% | 239 |
|
|
2023
Q2 | $716K | Buy |
2,939
+4
| +0.1% | +$921 | 0.07% | 152 |
|
|
2023
Q1 | $661K | Buy |
2,935
+5
| +0.2% | +$1.1K | 0.07% | 155 |
|
|
2022
Q4 | $617K | Buy |
2,930
+14
| +0.5% | +$2.96K | 0.08% | 157 |
|
|
2022
Q3 | $575K | Hold |
2,916
| – | – | 0.08% | 152 |
|
|
2022
Q2 | $606K | Buy |
2,916
+5
| +0.2% | +$1.13K | 0.07% | 153 |
|
|
2022
Q1 | $728K | Buy |
2,911
+5
| +0.2% | +$1.24K | 0.09% | 134 |
|
|
2021
Q4 | $769K | Buy |
2,906
+10
| +0.3% | +$2.57K | 0.09% | 137 |
|
|
2021
Q3 | $700K | Buy |
2,896
+1,100
| +61% | +$273K | 0.09% | 137 |
|
|
2021
Q2 | $435K | Buy |
1,796
+208
| +13% | +$49K | 0.06% | 155 |
|
|
2021
Q1 | $355K | Sell |
1,588
-250
| -14% | -$54.7K | 0.05% | 163 |
|
|
2020
Q4 | $389K | Sell |
1,838
-394
| -18% | -$78.6K | 0.06% | 157 |
|
|
2020
Q3 | $418K | Buy |
2,232
+6
| +0.3% | +$1.11K | 0.08% | 136 |
|
|
2020
Q2 | $382K | Buy |
2,226
+13
| +0.6% | +$2.1K | 0.08% | 132 |
|
|
2020
Q1 | $313K | Hold |
2,213
| – | – | 0.07% | 129 |
|
|
2019
Q4 | $395K | Buy |
2,213
+13
| +0.6% | +$2.22K | 0.08% | 150 |
|
|
2019
Q3 | $362K | Hold |
2,200
| – | – | 0.09% | 123 |
|
|
2019
Q2 | $358K | Buy |
+2,200
| New | +$352K | 0.09% | 141 |
|
|
2019
Q1 | – | Sell |
-2,186
| Closed | -$303K | – | 110 |
|
|
2018
Q4 | $303K | Buy |
2,186
+15
| +0.7% | +$2.24K | 0.09% | 121 |
|
|
2018
Q3 | $351K | Sell |
2,171
-158
| -7% | -$25.1K | 0.09% | 119 |
|
|
2018
Q2 | $354K | Hold |
2,329
| – | – | 0.12% | 110 |
|
|
2018
Q1 | $342K | Buy |
2,329
+7
| +0.3% | +$1.06K | 0.11% | 113 |
|
|
2017
Q4 | $345K | Buy |
2,322
+14
| +0.6% | +$2.03K | 0.11% | 120 |
|
|
2017
Q3 | $323K | Buy |
2,308
+7
| +0.3% | +$961 | 0.1% | 116 |
|
|
2017
Q2 | $311K | Hold |
2,301
| – | – | 0.11% | 123 |
|
|
2017
Q1 | $302K | Buy |
2,301
+6
| +0.3% | +$777 | 0.11% | 124 |
|
|
2016
Q4 | $286K | Buy |
2,295
+15
| +0.7% | +$1.82K | 0.1% | 125 |
|
|
2016
Q3 | $275K | Buy |
2,280
+8
| +0.4% | +$962 | 0.1% | 132 |
|
|
2016
Q2 | $266K | Hold |
2,272
| – | – | 0.1% | 122 |
|
|
2016
Q1 | $259K | Sell |
2,272
-2,827
| -55% | -$306K | 0.1% | 142 |
|
|
2015
Q4 | $578K | Buy |
+5,099
| New | +$583K | 0.24% | 100 |
|
Other funds holding IWB
Bristlecone Advisors's IWB Position: Q3 2025 in Review
Bristlecone Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2025 at 930 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #191.
Bristlecone Advisors first reported a position in IWB in Q4 2015 and has held it in 39 quarters since. The position peaked at $769K in Q4 2021. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.
- Bristlecone Advisors held 930 shares of iShares Russell 1000 ETF worth $340K as of Q3 2025.
- Bristlecone Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2025.
- iShares Russell 1000 ETF made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #191 holding.
- Bristlecone Advisors first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 39 quarters since.
- Bristlecone Advisors's iShares Russell 1000 ETF position peaked at $769K in Q4 2021.
- 1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.
Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.