Global Financial Private Client’s iShares Russell 1000 ETF IWB Stock Holding History

Global Financial Private Client’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	-201	Closed	-$61.7K	–	895
2025 Q1	$61.7K	Hold	201	–	–	0.02%	314
2024 Q4	$64.8K	Hold	201	–	–	0.02%	303
2024 Q3	$63.2K	Hold	201	–	–	0.02%	308
2024 Q2	$59.8K	Hold	201	–	–	0.03%	283
2024 Q1	$57.8K	Hold	201	–	–	0.02%	291
2023 Q4	$52.7K	Hold	201	–	–	0.02%	294
2023 Q3	$47.2K	Hold	201	–	–	0.02%	291
2023 Q2	$49K	Hold	201	–	–	0.02%	292
2023 Q1	$45.4K	Hold	201	–	–	0.02%	291
2022 Q4	$42.3K	Hold	201	–	–	0.02%	288
2022 Q3	$40.7K	Hold	201	–	–	0.02%	286
2022 Q2	$42.2K	Sell	201 -151	-43%	-$34.1K	0.02%	273
2022 Q1	$88.4K	Buy	352 +151	+75%	+$37.3K	0.04%	209
2021 Q4	$53.1K	Hold	201	–	–	0.03%	266
2021 Q3	$49.1K	Hold	201	–	–	0.03%	246
2021 Q2	$48.9K	Hold	201	–	–	0.03%	253
2021 Q1	$45.5K	Hold	201	–	–	0.03%	218
2020 Q4	$42.6K	Buy	+201	New	+$40.1K	0.03%	207

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

Global Financial Private Client's IWB Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 201 shares — an estimated $61.7K sold.

Global Financial Private Client first reported a position in IWB in Q4 2020 and held it in 18 quarters. The position peaked at $88.4K in Q1 2022. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Global Financial Private Client reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 201 iShares Russell 1000 ETF shares in Q2 2025, an estimated $61.7K.
Global Financial Private Client first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's iShares Russell 1000 ETF position peaked at $88.4K in Q1 2022.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.