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Consolidated Portfolio Review Corp’s iShares Russell 1000 ETF IWB Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-2,230
Closed -$815K – 220
2025
Q3 		$815K Buy
2,230
+1,629
+271% +$574K 0.1% 210
2025
Q2 		$204K Buy
+601
New +$189K 0.03% 426

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consolidated Portfolio Review Corp's IWB Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 2,230 shares — an estimated $815K sold.

Consolidated Portfolio Review Corp first reported a position in IWB in Q2 2025 and held it in 2 quarters. The position peaked at $815K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 2,230 iShares Russell 1000 ETF shares in Q4 2025, an estimated $815K.
  • Consolidated Portfolio Review Corp first reported a position in iShares Russell 1000 ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's iShares Russell 1000 ETF position peaked at $815K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.