Childress Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Childress Capital 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	-2,000	Closed	-$644K	–	237
2024 Q4	$644K	Hold	2,000	–	–	0.18%	77
2024 Q3	$629K	Sell	2,000 -450	-18%	-$136K	0.17%	88
2024 Q2	$729K	Hold	2,450	–	–	0.21%	75
2024 Q1	$706K	Buy	2,450 +500	+26%	+$137K	0.21%	75
2023 Q4	$511K	Buy	+1,950	New	+$477K	0.15%	90
2023 Q3	–	Sell	-2,363	Closed	-$576K	–	183
2023 Q2	$576K	Buy	+2,363	New	+$544K	0.24%	53
2022 Q3	–	Sell	-2,500	Closed	-$519K	–	182
2022 Q2	$519K	Buy	+2,500	New	+$565K	0.21%	85

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Childress Capital Advisors's IWB Position: Q1 2025 in Review

Childress Capital Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 2,000 shares — an estimated $644K sold.

Childress Capital Advisors first reported a position in IWB in Q2 2022 and held it in 7 quarters. The position peaked at $729K in Q2 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Childress Capital Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
Childress Capital Advisors sold 2,000 iShares Russell 1000 ETF shares in Q1 2025, an estimated $644K.
Childress Capital Advisors first reported a position in iShares Russell 1000 ETF in Q2 2022 and held it in 7 quarters.
Childress Capital Advisors's iShares Russell 1000 ETF position peaked at $729K in Q2 2024.
1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Childress Capital Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.