EWG Elevate’s iShares Russell 1000 ETF IWB Stock Holding History

EWG Elevate’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 Q3	$385K	Buy	1,053 +2	+0.2%	+$704	0.12%	86
2025 Q2	$357K	Hold	1,051	–	–	0.11%	110
2025 Q1	$322K	Hold	1,051	–	–	0.12%	96
2024 Q4	$339K	Hold	1,051	–	–	0.1%	117
2024 Q3	$330K	Hold	1,051	–	–	0.13%	84
2024 Q2	$313K	Hold	1,051	–	–	0.11%	106
2024 Q1	$303K	Hold	1,051	–	–	0.12%	99
2023 Q4	$276K	Hold	1,051	–	–	0.11%	87
2023 Q3	$247K	Hold	1,051	–	–	0.11%	78
2023 Q2	$256K	Hold	1,051	–	–	0.11%	80
2023 Q1	$237K	Hold	1,051	–	–	0.1%	79
2022 Q4	$221K	Hold	1,051	–	–	0.11%	73
2022 Q3	$207K	Hold	1,051	–	–	0.12%	68
2022 Q2	$218K	Sell	1,051 -1	-0.1%	-$226	0.11%	68
2022 Q1	$263K	Sell	1,052 -1,730	-62%	-$427K	0.1%	73
2021 Q4	$736K	Sell	2,782 -83	-3%	-$21.4K	0.36%	54
2021 Q3	$692K	Hold	2,865	–	–	0.29%	55
2021 Q2	$697K	Hold	2,865	–	–	0.27%	56
2021 Q1	$641K	Hold	2,865	–	–	0.28%	51
2020 Q4	$607K	Buy	2,865 +752	+36%	+$150K	0.28%	53
2020 Q3	$395K	Buy	2,113 +383	+22%	+$70.7K	0.23%	51
2020 Q2	$297K	Hold	1,730	–	–	0.2%	49
2020 Q1	$245K	Sell	1,730 -1,131	-40%	-$191K	0.19%	52
2019 Q4	$510K	Buy	+2,861	New	+$488K	0.28%	54

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWG Elevate's IWB Position: Q3 2025 in Review

EWG Elevate increased its iShares Russell 1000 ETF (IWB) stake by 0.19% in Q3 2025, buying an estimated $704 and bringing the position to 1,053 shares worth $385K. The position accounts for 0.12% of the portfolio, ranked #86.

EWG Elevate first reported a position in IWB in Q4 2019 and has held it in 24 quarters since. The position peaked at $736K in Q4 2021. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

EWG Elevate held 1,053 shares of iShares Russell 1000 ETF worth $385K as of Q3 2025.
EWG Elevate bought 2 iShares Russell 1000 ETF shares in Q3 2025, an estimated $704.
iShares Russell 1000 ETF made up 0.12% of EWG Elevate's portfolio in Q3 2025, its #86 holding.
EWG Elevate first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 24 quarters since.
EWG Elevate's iShares Russell 1000 ETF position peaked at $736K in Q4 2021.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.