Center for Financial Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Center for Financial Planning’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 Q3	–	Sell	-332	Closed	-$113K	–	682
2025 Q2	$113K	Hold	332	–	–	0.01%	208
2025 Q1	$102K	Hold	332	–	–	0.01%	203
2024 Q4	$107K	Hold	332	–	–	0.01%	192
2024 Q3	$104K	Hold	332	–	–	0.01%	183
2024 Q2	$98.8K	Hold	332	–	–	0.01%	180
2024 Q1	$95.6K	Buy	+332	New	+$91K	0.01%	186
2022 Q2	–	Sell	-320	Closed	-$80K	–	550
2022 Q1	$80K	Buy	+320	New	+$79K	0.02%	191

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Center for Financial Planning's IWB Position: Q3 2025 in Review

Center for Financial Planning sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 332 shares — an estimated $113K sold.

Center for Financial Planning first reported a position in IWB in Q1 2022 and held it in 7 quarters. The position peaked at $113K in Q2 2025. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Center for Financial Planning reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Center for Financial Planning sold 332 iShares Russell 1000 ETF shares in Q3 2025, an estimated $113K.
Center for Financial Planning first reported a position in iShares Russell 1000 ETF in Q1 2022 and held it in 7 quarters.
Center for Financial Planning's iShares Russell 1000 ETF position peaked at $113K in Q2 2025.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.