Financial Counselors Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Counselors Inc’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	-7,927	Closed	-$2.43M	–	275
2025 Q1	$2.43M	Buy	7,927 +3,570	+82%	+$1.15M	0.04%	257
2024 Q4	$1.4M	Sell	4,357 -38	-0.9%	-$12.3K	0.02%	298
2024 Q3	$1.38M	Buy	4,395 +250	+6%	+$75.7K	0.02%	305
2024 Q2	$1.23M	Buy	4,145 +65	+2%	+$18.7K	0.02%	304
2024 Q1	$1.18M	Buy	4,080 +177	+5%	+$48.5K	0.02%	312
2023 Q4	$1.02M	Hold	3,903	–	–	0.02%	324
2023 Q3	$917K	Buy	3,903 +142	+4%	+$34.8K	0.02%	327
2023 Q2	$917K	Buy	3,761 +73	+2%	+$16.8K	0.02%	304
2023 Q1	$831K	Sell	3,688 -108	-3%	-$23.8K	0.02%	314
2022 Q4	$799K	Buy	3,796 +545	+17%	+$115K	0.02%	319
2022 Q3	$642K	Sell	3,251 -39	-1%	-$8.55K	0.02%	329
2022 Q2	$684K	Buy	3,290 +39	+1%	+$8.81K	0.02%	328
2022 Q1	$813K	Hold	3,251	–	–	0.02%	320
2021 Q4	$860K	Sell	3,251 -10	-0.3%	-$2.57K	0.02%	317
2021 Q3	$788K	Sell	3,261 -825	-20%	-$205K	0.02%	331
2021 Q2	$989K	Hold	4,086	–	–	0.02%	306
2021 Q1	$915K	Sell	4,086 -100	-2%	-$21.9K	0.02%	308
2020 Q4	$887K	Hold	4,186	–	–	0.02%	308
2020 Q3	$783K	Hold	4,186	–	–	0.02%	302
2020 Q2	$719K	Buy	4,186 +134	+3%	+$21.7K	0.02%	322
2020 Q1	$573K	Sell	4,052 -2,498	-38%	-$422K	0.03%	291
2019 Q4	$1.17M	Buy	6,550 +660	+11%	+$113K	0.04%	269
2019 Q3	$969K	Sell	5,890 -40	-0.7%	-$6.56K	0.04%	278
2019 Q2	$965K	Sell	5,930 -265	-4%	-$42.4K	0.04%	276
2019 Q1	$975K	Sell	6,195 -75	-1%	-$11.3K	0.04%	268
2018 Q4	$870K	Sell	6,270 -50	-0.8%	-$7.48K	0.04%	271
2018 Q3	$1.02M	Sell	6,320 -223	-3%	-$35.4K	0.04%	274
2018 Q2	$994K	Buy	6,543 +40	+0.6%	+$6.03K	0.05%	275
2018 Q1	$955K	Sell	6,503 -490	-7%	-$74.4K	0.05%	277
2017 Q4	$1.04M	Buy	6,993 +50	+0.7%	+$7.24K	0.05%	275
2017 Q3	$972K	Sell	6,943 -203	-3%	-$27.9K	0.05%	277
2017 Q2	$966K	Hold	7,146	–	–	0.05%	286
2017 Q1	$938K	Hold	7,146	–	–	0.05%	284
2016 Q4	$889K	Buy	+7,146	New	+$869K	0.05%	286
2016 Q2	$798K	Sell	6,831 -220	-3%	-$25.4K	0.05%	276
2016 Q1	$804K	Sell	7,051 -100	-1%	-$10.8K	0.05%	274
2015 Q4	$810K	Sell	7,151 -274	-4%	-$31.3K	0.05%	270
2015 Q3	$795K	Hold	7,425	–	–	0.05%	264
2015 Q2	$862K	Hold	7,425	–	–	0.05%	269
2015 Q1	$860K	Sell	7,425 -100	-1%	-$11.5K	0.05%	280
2014 Q4	$863K	Hold	7,525	–	–	0.05%	273
2014 Q3	$827K	Buy	7,525 +20	+0.3%	+$2.21K	0.06%	280
2014 Q2	$826K	Buy	7,505 +183	+2%	+$19.5K	0.06%	273
2014 Q1	$767K	Buy	7,322 +2,220	+44%	+$228K	0.06%	279
2013 Q4	$526K	Sell	5,102 -429	-8%	-$42.4K	0.04%	299
2013 Q3	$521K	Sell	5,531 -106	-2%	-$9.91K	0.04%	286
2013 Q2	$507K	Buy	+5,637	New	+$505K	0.04%	283

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

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

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

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

Financial Counselors Inc's IWB Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 7,927 shares — an estimated $2.43M sold.

Financial Counselors Inc first reported a position in IWB in Q2 2013 and held it in 47 quarters. The position peaked at $2.43M in Q1 2025. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Financial Counselors Inc reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 7,927 iShares Russell 1000 ETF shares in Q2 2025, an estimated $2.43M.
Financial Counselors Inc first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's iShares Russell 1000 ETF position peaked at $2.43M in Q1 2025.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.