Congress Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Congress 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
2025 Q2	$3.32M	Buy	9,771 +6,028	+161%	+$1.89M	0.03%	464
2025 Q1	$1.15M	Sell	3,743 -893	-19%	-$289K	0.01%	602
2024 Q4	$1.49M	Buy	4,636 +2,185	+89%	+$708K	0.02%	454
2024 Q3	$771K	Buy	2,451 +91	+4%	+$27.6K	0.01%	561
2024 Q2	$702K	Buy	2,360 +180	+8%	+$51.7K	0.01%	483
2024 Q1	$628K	Sell	2,180 -2,091	-49%	-$573K	0.01%	429
2023 Q4	$1.12M	Buy	4,271 +2,995	+235%	+$733K	0.02%	379
2023 Q3	$300K	Hold	1,276	–	–	0.01%	523
2023 Q2	$311K	Sell	1,276 -45	-3%	-$10.4K	0.01%	481
2023 Q1	$298K	Sell	1,321 -27	-2%	-$5.94K	0.01%	483
2022 Q4	$284K	Buy	1,348 +290	+27%	+$61.4K	0.01%	490
2022 Q3	$209K	Hold	1,058	–	–	0.01%	521
2022 Q2	$220K	Sell	1,058 -314	-23%	-$71K	0.01%	521
2022 Q1	$343K	Sell	1,372 -1,299	-49%	-$321K	0.01%	490
2021 Q4	$706K	Buy	+2,671	New	+$688K	0.01%	415

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Congress Wealth Management's IWB Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 161% in Q2 2025, buying an estimated $1.89M and bringing the position to 9,771 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #464.

Congress Wealth Management first reported a position in IWB in Q4 2021 and has held it in 15 quarters since. 1,392 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Congress Wealth Management held 9,771 shares of iShares Russell 1000 ETF worth $3.32M as of Q2 2025.
Congress Wealth Management bought 6,028 iShares Russell 1000 ETF shares in Q2 2025, an estimated $1.89M.
iShares Russell 1000 ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #464 holding.
Congress Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 15 quarters since.
1,392 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.