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 Q2	$2.93M	Sell	7,143 -49	-0.7%	-$19.4K	0.87%	38
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castle Wealth Management's IWB Position: Q2 2026 in Review

Castle Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.68% in Q2 2026, selling an estimated $19.4K and leaving 7,143 shares worth $2.93M. The position accounts for 0.87% of the portfolio, ranked #38.

Castle Wealth Management first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Castle Wealth Management held 7,143 shares of iShares Russell 1000 ETF worth $2.93M as of Q2 2026.
Castle Wealth Management sold 49 iShares Russell 1000 ETF shares in Q2 2026, an estimated $19.4K.
iShares Russell 1000 ETF made up 0.87% of Castle Wealth Management's portfolio in Q2 2026, its #38 holding.
Castle Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.