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

Castle 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
2026 Q1	$2.56M	Sell	7,192 -30	-0.4%	-$11.2K	0.83%	38
2025 Q4	$2.7M	Sell	7,222 -30	-0.4%	-$11.1K	0.89%	36
2025 Q3	$2.65M	Sell	7,252 -30	-0.4%	-$10.6K	0.89%	35
2025 Q2	$2.47M	Hold	7,282	–	–	0.9%	34
2025 Q1	$2.23M	Hold	7,282	–	–	0.87%	34
2024 Q4	$2.35M	Hold	7,282	–	–	0.92%	33
2024 Q3	$2.29M	Hold	7,282	–	–	0.91%	34
2024 Q2	$2.17M	Sell	7,282 -20	-0.3%	-$5.74K	1.04%	32
2024 Q1	$2.1M	Hold	7,302	–	–	1.1%	33
2023 Q4	$1.92M	Hold	7,302	–	–	1.15%	29
2023 Q3	$1.72M	Hold	7,302	–	–	1.23%	27
2023 Q2	$1.78M	Sell	7,302 -96	-1%	-$22.1K	1.24%	26
2023 Q1	$1.67M	Sell	7,398 -42	-0.6%	-$9.24K	1.29%	26
2022 Q4	$1.57M	Hold	7,440	–	–	0.99%	28
2022 Q3	$1.47M	Hold	7,440	–	–	0.89%	30
2022 Q2	$1.55M	Buy	+7,440	New	+$1.68M	0.9%	28

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Castle Wealth Management's IWB Position: Q1 2026 in Review

Castle Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.42% in Q1 2026, selling an estimated $11.2K and leaving 7,192 shares worth $2.56M. The position accounts for 0.83% of the portfolio, ranked #38.

Castle Wealth Management first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.7M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Castle Wealth Management held 7,192 shares of iShares Russell 1000 ETF worth $2.56M as of Q1 2026.
Castle Wealth Management sold 30 iShares Russell 1000 ETF shares in Q1 2026, an estimated $11.2K.
iShares Russell 1000 ETF made up 0.83% of Castle Wealth Management's portfolio in Q1 2026, its #38 holding.
Castle Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
Castle Wealth Management's iShares Russell 1000 ETF position peaked at $2.7M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.