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Cardiff Park Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Cardiff Park 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 		– Sell
-19
Closed -$6.12K – 351
2024
Q4 		$6.12K Hold
19
– – ﹤0.01% 331
2024
Q3 		$5.97K Hold
19
– – ﹤0.01% 333
2024
Q2 		$5.65K Buy
+19
New +$5.46K ﹤0.01% 326

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cardiff Park Advisors's IWB Position: Q1 2025 in Review

Cardiff Park Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 19 shares — an estimated $6.12K sold.

Cardiff Park Advisors first reported a position in IWB in Q2 2024 and held it in 3 quarters. The position peaked at $6.12K in Q4 2024. 1,344 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • Cardiff Park Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Cardiff Park Advisors sold 19 iShares Russell 1000 ETF shares in Q1 2025, an estimated $6.12K.
  • Cardiff Park Advisors first reported a position in iShares Russell 1000 ETF in Q2 2024 and held it in 3 quarters.
  • Cardiff Park Advisors's iShares Russell 1000 ETF position peaked at $6.12K in Q4 2024.
  • 1,344 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

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