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Edge Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Edge Financial Advisors’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 		$314K Hold
842
– – 0.13% 111
2025
Q3 		$308K Hold
842
– – 0.14% 108
2025
Q2 		$286K Hold
842
– – 0.15% 98
2025
Q1 		$258K Hold
842
– – 0.16% 87
2024
Q4 		$271K Buy
+842
New +$273K 0.24% 77
2024
Q2 		– Sell
-842
Closed -$243K – 109
2024
Q1 		$243K Buy
+842
New +$231K 0.21% 119

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Financial Advisors's IWB Position: Q4 2025 in Review

Edge Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q4 2025 at 842 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #111.

Edge Financial Advisors first reported a position in IWB in Q1 2024 and has held it in 6 quarters since. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Edge Financial Advisors held 842 shares of iShares Russell 1000 ETF worth $314K as of Q4 2025.
  • Edge Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q4 2025.
  • iShares Russell 1000 ETF made up 0.13% of Edge Financial Advisors's portfolio in Q4 2025, its #111 holding.
  • Edge Financial Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.