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

FSA 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 Q3	$43.9K	Hold	120	–	–	0.02%	164
2025 Q2	$40.7K	Hold	120	–	–	0.02%	169
2025 Q1	$36.8K	Hold	120	–	–	0.02%	171
2024 Q4	$38.7K	Sell	120 -60	-33%	-$19.4K	0.02%	170
2024 Q3	$56.6K	Buy	+180	New	+$54.5K	0.02%	149
2024 Q1	$51.8K	Hold	180	–	–	0.02%	147
2023 Q4	$47K	Buy	+180	New	+$44.1K	0.02%	146
2021 Q1	–	Sell	-180	Closed	-$38K	–	144
2020 Q4	$38K	Buy	+180	New	+$35.9K	0.02%	149
2020 Q3	–	Sell	-180	Closed	-$31K	–	201
2020 Q2	$31K	Hold	180	–	–	0.02%	156
2020 Q1	$25K	Hold	180	–	–	0.02%	155
2019 Q4	$32K	Buy	+180	New	+$30.7K	0.02%	168

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

FSA Wealth Management's IWB Position: Q3 2025 in Review

FSA Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2025 at 120 shares worth $43.9K. The position accounts for 0.02% of the portfolio, ranked #164.

FSA Wealth Management first reported a position in IWB in Q4 2019 and has held it in 11 quarters since. The position peaked at $56.6K in Q3 2024. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

FSA Wealth Management held 120 shares of iShares Russell 1000 ETF worth $43.9K as of Q3 2025.
FSA Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2025.
iShares Russell 1000 ETF made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #164 holding.
FSA Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's iShares Russell 1000 ETF position peaked at $56.6K in Q3 2024.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.