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Carolinas Wealth Consulting’s iShares Russell 1000 ETF IWB Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-4,651
Closed -$1.43M – 478
2025
Q1 		$1.43M Buy
4,651
+126
+3% +$40.7K 0.31% 52
2024
Q4 		$1.46M Sell
4,525
-95
-2% -$30.8K 0.29% 53
2024
Q3 		$1.45M Buy
4,620
+330
+8% +$99.9K 0.26% 54
2024
Q2 		$1.28M Buy
4,290
+10
+0.2% +$2.87K 0.25% 54
2024
Q1 		$1.23M Buy
4,280
+17
+0.4% +$4.66K 0.24% 55
2023
Q4 		$1.12M Buy
4,263
+83
+2% +$20.3K 0.24% 55
2023
Q3 		$959K Sell
4,180
-885
-17% -$217K 0.24% 55
2023
Q2 		$1.23M Buy
5,065
+30
+0.6% +$6.91K 0.24% 61
2023
Q1 		$1.13M Buy
5,035
+18
+0.4% +$3.96K 0.24% 63
2022
Q4 		$1.06M Buy
5,017
+1,579
+46% +$334K 0.24% 59
2022
Q3 		$680K Buy
3,438
+8
+0.2% +$1.75K 0.17% 67
2022
Q2 		$713K Buy
3,430
+10
+0.3% +$2.26K 0.18% 68
2022
Q1 		$855K Sell
3,420
-29
-0.8% -$7.16K 0.19% 66
2021
Q4 		$912K Buy
3,449
+16
+0.5% +$4.12K 0.2% 57
2021
Q3 		$830K Buy
3,433
+6
+0.2% +$1.49K 0.19% 59
2021
Q2 		$830K Sell
3,427
-471
-12% -$111K 0.18% 59
2021
Q1 		$873K Buy
3,898
+6
+0.2% +$1.31K 0.21% 54
2020
Q4 		$824K Buy
3,892
+15
+0.4% +$2.99K 0.22% 52
2020
Q3 		$726K Buy
3,877
+16
+0.4% +$2.96K 0.24% 51
2020
Q2 		$663K Buy
3,861
+23
+0.6% +$3.72K 0.26% 50
2020
Q1 		$543K Buy
3,838
+1,387
+57% +$234K 0.29% 46
2019
Q4 		$437K Buy
+2,451
New +$418K 0.46% 39

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carolinas Wealth Consulting's IWB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 4,651 shares — an estimated $1.43M sold.

Carolinas Wealth Consulting first reported a position in IWB in Q4 2019 and held it in 22 quarters. The position peaked at $1.46M in Q4 2024. 1,392 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,651 iShares Russell 1000 ETF shares in Q2 2025, an estimated $1.43M.
  • Carolinas Wealth Consulting first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares Russell 1000 ETF position peaked at $1.46M in Q4 2024.
  • 1,392 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.