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Copperwynd Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Copperwynd Financial’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 		$28.9M Buy
85,117
+4,127
+5% +$1.3M 7.21% 2
2025
Q1 		$24.8M Buy
80,990
+3,291
+4% +$1.06M 6.85% 2
2024
Q4 		$25M Buy
77,699
+3,503
+5% +$1.13M 6.91% 2
2024
Q3 		$23.3M Buy
74,196
+3,607
+5% +$1.09M 7.02% 2
2024
Q2 		$21.3M Buy
70,589
+7,833
+12% +$2.25M 6.96% 2
2024
Q1 		$18.1M Buy
62,756
+1,952
+3% +$535K 6.5% 3
2023
Q4 		$15.9M Buy
60,804
+3,073
+5% +$752K 6.34% 4
2023
Q3 		$13.6M Sell
57,731
-466
-0.8% -$114K 6.37% 3
2023
Q2 		$14.2M Buy
58,197
+6,354
+12% +$1.46M 6.61% 2
2023
Q1 		$11.7M Sell
51,843
-566
-1% -$125K 5.96% 3
2022
Q4 		$11M Sell
52,409
-1,787
-3% -$378K 6.2% 3
2022
Q3 		$10.7M Buy
54,196
+441
+0.8% +$96.7K 6.15% 4
2022
Q2 		$11.2M Sell
53,755
-456
-0.8% -$103K 6.57% 3
2022
Q1 		$13.6M Sell
54,211
-12,894
-19% -$3.18M 5.62% 7
2021
Q4 		$17.7M Buy
67,105
+1,988
+3% +$512K 6.74% 5
2021
Q3 		$15.7M Buy
65,117
+1,642
+3% +$408K 6.49% 4
2021
Q2 		$15.4M Sell
63,475
-1,628
-3% -$384K 6.52% 3
2021
Q1 		$14.6M Buy
65,103
+131
+0.2% +$28.7K 6.55% 2
2020
Q4 		$13.8M Sell
64,972
-303
-0.5% -$60.5K 6.64% 3
2020
Q3 		$12.2M Buy
65,275
+575
+0.9% +$106K 6.5% 2
2020
Q2 		$11.1M Buy
64,700
+3,581
+6% +$579K 6.36% 3
2020
Q1 		$8.65M Buy
61,119
+5,493
+10% +$929K 4.09% 4
2019
Q4 		$9.93M Buy
55,626
+2,745
+5% +$468K 5.26% 4
2019
Q3 		$9.03M Buy
52,881
+2,664
+5% +$437K 5.13% 3
2019
Q2 		$8.18M Buy
50,217
+1,648
+3% +$264K 4.7% 5
2019
Q1 		$7.64M Buy
48,569
+1,849
+4% +$280K 4.58% 5
2018
Q4 		$6.48M Buy
46,720
+624
+1% +$93.3K 4.01% 7
2018
Q3 		$7.45M Sell
46,096
-79
-0.2% -$12.5K 4.52% 8
2018
Q2 		$7.02M Sell
46,175
-1,547
-3% -$233K 4.93% 9
2018
Q1 		$7.01M Buy
47,722
+102
+0.2% +$15.5K 4.8% 5
2017
Q4 		$7.08M Buy
+47,620
New +$6.9M 5.17% 4

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

Copperwynd Financial's IWB Position: Q2 2025 in Review

Copperwynd Financial increased its iShares Russell 1000 ETF (IWB) stake by 5.1% in Q2 2025, buying an estimated $1.3M and bringing the position to 85,117 shares worth $28.9M. The position accounts for 7.21% of the portfolio, ranked #2.

Copperwynd Financial first reported a position in IWB in Q4 2017 and has held it in 31 quarters since. 1,389 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Copperwynd Financial held 85,117 shares of iShares Russell 1000 ETF worth $28.9M as of Q2 2025.
  • Copperwynd Financial bought 4,127 iShares Russell 1000 ETF shares in Q2 2025, an estimated $1.3M.
  • iShares Russell 1000 ETF made up 7.21% of Copperwynd Financial's portfolio in Q2 2025, its #2 holding.
  • Copperwynd Financial first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 31 quarters since.
  • 1,389 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.