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

Darwin 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 		– Sell
-413
Closed -$133K – 650
2025
Q1 		$133K Hold
413
– – 0.04% 156
2024
Q4 		$133K Hold
413
– – 0.04% 156
2024
Q3 		$130K Buy
+413
New +$125K 0.04% 166
2020
Q2 		– Sell
-558
Closed -$78K – 449
2020
Q1 		$78K Buy
+558
New +$94.3K 0.02% 196

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

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

Darwin Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 413 shares — an estimated $133K sold.

Darwin Wealth Management first reported a position in IWB in Q1 2020 and held it in 4 quarters. The position peaked at $133K in Q1 2025. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Darwin Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 413 iShares Russell 1000 ETF shares in Q2 2025, an estimated $133K.
  • Darwin Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2020 and held it in 4 quarters.
  • Darwin Wealth Management's iShares Russell 1000 ETF position peaked at $133K in Q1 2025.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.