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Continuum Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Continuum Advisory’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 		– Sell
-34
Closed -$10.4K – 1006
2025
Q1 		$10.4K Buy
34
+21
+162% +$6.79K ﹤0.01% 965
2024
Q4 		$4.19K Hold
13
– – ﹤0.01% 1186
2024
Q3 		$4.25K Hold
13
– – ﹤0.01% 1201
2024
Q2 		$3.87K Hold
13
– – ﹤0.01% 1139
2024
Q1 		$3.72K Buy
+13
New +$3.56K ﹤0.01% 1132

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 $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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 $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Continuum Advisory's IWB Position: Q2 2025 in Review

Continuum Advisory sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 34 shares — an estimated $10.4K sold.

Continuum Advisory first reported a position in IWB in Q1 2024 and held it in 5 quarters. The position peaked at $10.4K in Q1 2025. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Continuum Advisory reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 34 iShares Russell 1000 ETF shares in Q2 2025, an estimated $10.4K.
  • Continuum Advisory first reported a position in iShares Russell 1000 ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's iShares Russell 1000 ETF position peaked at $10.4K in Q1 2025.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.