Clarkston Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Clarkston Capital Partners’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	-103	Closed	-$33.2K	–	151
2024 Q4	$33.2K	Hold	103	–	–	﹤0.01%	155
2024 Q3	$32.4K	Buy	+103	New	+$31.2K	﹤0.01%	149
2024 Q1	–	Sell	-204	Closed	-$53.5K	–	162
2023 Q4	$53.5K	Hold	204	–	–	﹤0.01%	148
2023 Q3	$47.9K	Hold	204	–	–	﹤0.01%	149
2023 Q2	$49.7K	Buy	+204	New	+$47K	﹤0.01%	153
2020 Q1	–	Sell	-522	Closed	-$93K	–	114
2019 Q4	$93K	Buy	+522	New	+$89.1K	﹤0.01%	102

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

Clarkston Capital Partners's IWB Position: Q1 2025 in Review

Clarkston Capital Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 103 shares — an estimated $33.2K sold.

Clarkston Capital Partners first reported a position in IWB in Q4 2019 and held it in 6 quarters. The position peaked at $93K in Q4 2019. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Clarkston Capital Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
Clarkston Capital Partners sold 103 iShares Russell 1000 ETF shares in Q1 2025, an estimated $33.2K.
Clarkston Capital Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 6 quarters.
Clarkston Capital Partners's iShares Russell 1000 ETF position peaked at $93K in Q4 2019.
1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Clarkston Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.