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Campbell Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Campbell Wealth Management’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
2024
Q4 		$16.7M Buy
51,848
+3,728
+8% +$1.21M 1.5% 13
2024
Q3 		$15.1M Buy
+48,120
New +$14.6M 1.35% 16
2024
Q2 		– Sell
-39,862
Closed -$11.5M – 63
2024
Q1 		$11.5M Buy
39,862
+269
+0.7% +$73.7K 1.14% 16
2023
Q4 		$10.4M Buy
39,593
+2,701
+7% +$661K 1.23% 17
2023
Q3 		$8.67M Sell
36,892
-484
-1% -$118K 1.05% 18
2023
Q2 		$9.11M Sell
37,376
-1,342
-3% -$309K 1.17% 16
2023
Q1 		$8.72M Buy
38,718
+413
+1% +$90.9K 1.09% 18
2022
Q4 		$8.06M Sell
38,305
-65,836
-63% -$13.9M 1.12% 18
2022
Q3 		$20.6M Sell
104,141
-57,488
-36% -$12.6M 2.97% 9
2022
Q2 		$33.6M Buy
161,629
+4,266
+3% +$964K 4.7% 7
2022
Q1 		$39.4M Sell
157,363
-114,840
-42% -$28.4M 4.79% 7
2021
Q4 		$72M Buy
272,203
+12,287
+5% +$3.16M 8.23% 4
2021
Q3 		$62.8M Buy
259,916
+51,257
+25% +$12.7M 8.41% 4
2021
Q2 		$50.5M Sell
208,659
-22,975
-10% -$5.41M 6.84% 5
2021
Q1 		$51.8M Buy
231,634
+6,669
+3% +$1.46M 7.11% 5
2020
Q4 		$47.7M Buy
224,965
+3,351
+2% +$669K 6.95% 6
2020
Q3 		$41.5M Buy
221,614
+3,138
+1% +$580K 6.78% 6
2020
Q2 		$37.5M Buy
218,476
+32,297
+17% +$5.23M 6.53% 6
2020
Q1 		$26.4M Sell
186,179
-120,967
-39% -$20.4M 5.75% 6
2019
Q4 		$54.8M Buy
307,146
+15,503
+5% +$2.65M 11.01% 3
2019
Q3 		$48M Buy
291,643
+65,388
+29% +$10.7M 10.66% 3
2019
Q2 		$36.8M Buy
226,255
+52,823
+30% +$8.46M 8.84% 4
2019
Q1 		$27.3M Buy
173,432
+65,973
+61% +$9.97M 7.25% 5
2018
Q4 		$14.9M Buy
+107,459
New +$16.1M 4.6% 7

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Campbell Wealth Management's IWB Position: Q4 2024 in Review

Campbell Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 7.7% in Q4 2024, buying an estimated $1.21M and bringing the position to 51,848 shares worth $16.7M. The position accounts for 1.5% of the portfolio, ranked #13.

Campbell Wealth Management first reported a position in IWB in Q4 2018 and has held it in 24 quarters since. The position peaked at $72M in Q4 2021. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Campbell Wealth Management held 51,848 shares of iShares Russell 1000 ETF worth $16.7M as of Q4 2024.
  • Campbell Wealth Management bought 3,728 iShares Russell 1000 ETF shares in Q4 2024, an estimated $1.21M.
  • iShares Russell 1000 ETF made up 1.5% of Campbell Wealth Management's portfolio in Q4 2024, its #13 holding.
  • Campbell Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 24 quarters since.
  • Campbell Wealth Management's iShares Russell 1000 ETF position peaked at $72M in Q4 2021.
  • 1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.