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FullCircle Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

FullCircle Wealth’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 		$475K Sell
1,284
-33
-3% -$11.6K 0.17% 152
2025
Q2 		$457K Sell
1,317
-58
-4% -$18.2K 0.17% 155
2025
Q1 		$416K Buy
1,375
+628
+84% +$203K 0.17% 139
2024
Q4 		$251K Sell
747
-1
-0.1% -$324 0.1% 171
2024
Q3 		$238K Buy
748
+51
+7% +$15.4K 0.11% 164
2024
Q2 		$207K Buy
+697
New +$200K 0.1% 157

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FullCircle Wealth's IWB Position: Q3 2025 in Review

FullCircle Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 2.5% in Q3 2025, selling an estimated $11.6K and leaving 1,284 shares worth $475K. The position accounts for 0.17% of the portfolio, ranked #152.

FullCircle Wealth first reported a position in IWB in Q2 2024 and has held it in 6 quarters since. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • FullCircle Wealth held 1,284 shares of iShares Russell 1000 ETF worth $475K as of Q3 2025.
  • FullCircle Wealth sold 33 iShares Russell 1000 ETF shares in Q3 2025, an estimated $11.6K.
  • iShares Russell 1000 ETF made up 0.17% of FullCircle Wealth's portfolio in Q3 2025, its #152 holding.
  • FullCircle Wealth first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.