GWN Securities’s iShares Russell 1000 ETF IWB Stock Holding History

GWN Securities’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	-1,121	Closed	-$348K	–	557
2025 Q1	$348K	Buy	+1,121	New	+$362K	0.02%	548

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

GWN Securities's IWB Position: Q2 2025 in Review

GWN Securities sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 1,121 shares — an estimated $348K sold.

GWN Securities first reported a position in IWB in Q1 2025 and held it in 1 quarter. The position peaked at $348K in Q1 2025. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

GWN Securities reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 1,121 iShares Russell 1000 ETF shares in Q2 2025, an estimated $348K.
GWN Securities first reported a position in iShares Russell 1000 ETF in Q1 2025 and held it in 1 quarter.
GWN Securities's iShares Russell 1000 ETF position peaked at $348K in Q1 2025.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.