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GW Henssler & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

GW Henssler & Associates’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
Q1 		– Sell
-1,200
Closed -$377K – 198
2024
Q4 		$377K Hold
1,200
– – 0.02% 121
2024
Q3 		$377K Buy
+1,200
New +$363K 0.02% 122

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GW Henssler & Associates's IWB Position: Q1 2025 in Review

GW Henssler & Associates sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 1,200 shares — an estimated $377K sold.

GW Henssler & Associates first reported a position in IWB in Q3 2024 and held it in 2 quarters. The position peaked at $377K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • GW Henssler & Associates reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • GW Henssler & Associates sold 1,200 iShares Russell 1000 ETF shares in Q1 2025, an estimated $377K.
  • GW Henssler & Associates first reported a position in iShares Russell 1000 ETF in Q3 2024 and held it in 2 quarters.
  • GW Henssler & Associates's iShares Russell 1000 ETF position peaked at $377K in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on GW Henssler & Associates's 13F filing for Q1 2025, filed 14 May 2025.