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Clifford Swan Investment Counsel’s iShares Russell 1000 ETF IWB Stock Holding History

Clifford Swan Investment Counsel’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
-2,566
Closed -$871K – 326
2025
Q2 		$871K Sell
2,566
-7
-0.3% -$2.2K 0.03% 184
2025
Q1 		$789K Buy
2,573
+235
+10% +$76K 0.03% 186
2024
Q4 		$753K Hold
2,338
– – 0.03% 189
2024
Q3 		$735K Hold
2,338
– – 0.03% 197
2024
Q2 		$696K Hold
2,338
– – 0.03% 193
2024
Q1 		$673K Hold
2,338
– – 0.03% 195
2023
Q4 		$613K Buy
2,338
+164
+8% +$40.2K 0.02% 199
2023
Q3 		$511K Sell
2,174
-12
-0.5% -$2.94K 0.02% 208
2023
Q2 		$533K Hold
2,186
– – 0.02% 211
2023
Q1 		$492K Sell
2,186
-463
-17% -$102K 0.02% 212
2022
Q4 		$558K Hold
2,649
– – 0.02% 201
2022
Q3 		$523K Sell
2,649
-157
-6% -$34.4K 0.02% 207
2022
Q2 		$583K Buy
2,806
+252
+10% +$57K 0.03% 209
2022
Q1 		$639K Sell
2,554
-534
-17% -$132K 0.02% 212
2021
Q4 		$817K Buy
3,088
+285
+10% +$73.4K 0.03% 201
2021
Q3 		$727K Sell
2,803
-68
-2% -$16.9K 0.03% 211
2021
Q2 		$711K Sell
2,871
-153
-5% -$36K 0.03% 206
2021
Q1 		$677K Sell
3,024
-87
-3% -$19K 0.03% 205
2020
Q4 		$659K Buy
3,111
+170
+6% +$33.9K 0.03% 205
2020
Q3 		$550K Buy
2,941
+410
+16% +$75.7K 0.03% 208
2020
Q2 		$435K Hold
2,531
– – 0.02% 221
2020
Q1 		$358K Hold
2,531
– – 0.02% 220
2019
Q4 		$452K Hold
2,531
– – 0.02% 220
2019
Q3 		$416K Hold
2,531
– – 0.02% 222
2019
Q2 		$412K Hold
2,531
– – 0.02% 224
2019
Q1 		$398K Buy
2,531
+540
+27% +$81.6K 0.02% 228
2018
Q4 		$276K Sell
1,991
-172
-8% -$25.7K 0.02% 254
2018
Q3 		$350K Buy
+2,163
New +$343K 0.02% 244

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clifford Swan Investment Counsel's IWB Position: Q3 2025 in Review

Clifford Swan Investment Counsel sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 2,566 shares — an estimated $871K sold.

Clifford Swan Investment Counsel first reported a position in IWB in Q3 2018 and held it in 28 quarters. The position peaked at $871K in Q2 2025. 1,419 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • Clifford Swan Investment Counsel reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 2,566 iShares Russell 1000 ETF shares in Q3 2025, an estimated $871K.
  • Clifford Swan Investment Counsel first reported a position in iShares Russell 1000 ETF in Q3 2018 and held it in 28 quarters.
  • Clifford Swan Investment Counsel's iShares Russell 1000 ETF position peaked at $871K in Q2 2025.
  • 1,419 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2025, filed 12 Nov 2025.