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Graypoint LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Graypoint LLC’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 		$1.61M Sell
4,748
-708
-13% -$222K 0.09% 156
2025
Q1 		$1.67M Sell
5,456
-112
-2% -$36.2K 0.1% 140
2024
Q4 		$1.79M Sell
5,568
-69
-1% -$22.4K 0.11% 134
2024
Q3 		$1.77M Hold
5,637
– – 0.11% 131
2024
Q2 		$1.68M Sell
5,637
-257
-4% -$73.8K 0.12% 127
2024
Q1 		$1.7M Hold
5,894
– – 0.12% 131
2023
Q4 		$1.55M Sell
5,894
-20
-0.3% -$4.9K 0.12% 128
2023
Q3 		$1.39M Hold
5,914
– – 0.13% 121
2023
Q2 		$1.44M Sell
5,914
-344
-5% -$79.2K 0.14% 109
2023
Q1 		$1.41M Buy
6,258
+344
+6% +$75.7K 0.15% 103
2022
Q4 		$1.25M Sell
5,914
-500
-8% -$106K 0.15% 110
2022
Q3 		$1.27M Hold
6,414
– – 0.16% 104
2022
Q2 		$1.33M Hold
6,414
– – 0.17% 102
2022
Q1 		$1.6M Sell
6,414
-15,482
-71% -$3.82M 0.16% 106
2021
Q4 		$5.79M Buy
21,896
+15,482
+241% +$3.98M 0.61% 43
2021
Q3 		$1.55M Hold
6,414
– – 0.19% 97
2021
Q2 		$1.55M Buy
6,414
+360
+6% +$84.8K 0.21% 95
2021
Q1 		$1.35M Hold
6,054
– – 0.21% 97
2020
Q4 		$1.28M Sell
6,054
-68
-1% -$13.6K 0.22% 90
2020
Q3 		$1.15M Hold
6,122
– – 0.22% 89
2020
Q2 		$1.05M Sell
6,122
-186
-3% -$30.1K 0.24% 87
2020
Q1 		$892K Buy
+6,308
New +$1.07M 0.25% 84

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

Graypoint LLC's IWB Position: Q2 2025 in Review

Graypoint LLC reduced its iShares Russell 1000 ETF (IWB) stake by 13% in Q2 2025, selling an estimated $222K and leaving 4,748 shares worth $1.61M. The position accounts for 0.09% of the portfolio, ranked #156.

Graypoint LLC first reported a position in IWB in Q1 2020 and has held it in 22 quarters since. The position peaked at $5.79M in Q4 2021. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Graypoint LLC held 4,748 shares of iShares Russell 1000 ETF worth $1.61M as of Q2 2025.
  • Graypoint LLC sold 708 iShares Russell 1000 ETF shares in Q2 2025, an estimated $222K.
  • iShares Russell 1000 ETF made up 0.09% of Graypoint LLC's portfolio in Q2 2025, its #156 holding.
  • Graypoint LLC first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 22 quarters since.
  • Graypoint LLC's iShares Russell 1000 ETF position peaked at $5.79M in Q4 2021.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.