High Falls Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

High Falls Advisors’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 Q4	$345K	Buy	923 +30	+3%	+$11.1K	0.07%	92
2025 Q3	$326K	Hold	893	–	–	0.07%	104
2025 Q2	$303K	Buy	+893	New	+$280K	0.07%	105
2024 Q2	–	Sell	-806	Closed	-$232K	–	127
2024 Q1	$232K	Buy	+806	New	+$221K	0.06%	109
2023 Q3	–	Sell	-896	Closed	-$218K	–	110
2023 Q2	$218K	Buy	+896	New	+$206K	0.06%	103
2022 Q1	–	Sell	-1,275	Closed	-$337K	–	123
2021 Q4	$337K	Sell	1,275 -1,847	-59%	-$475K	0.09%	95
2021 Q3	$755K	Buy	+3,122	New	+$776K	0.21%	51
2021 Q1	–	Sell	-4,216	Closed	-$893K	–	115
2020 Q4	$893K	Buy	+4,216	New	+$841K	0.26%	42
2020 Q3	–	Sell	-4,430	Closed	-$761K	–	60
2020 Q2	$761K	Sell	4,430 -239	-5%	-$38.7K	0.28%	42
2020 Q1	$661K	Buy	4,669 +40	+0.9%	+$6.76K	0.26%	39
2019 Q4	$826K	Buy	+4,629	New	+$790K	0.23%	48
2019 Q3	–	Sell	-4,881	Closed	-$795K	–	99
2019 Q2	$795K	Buy	+4,881	New	+$782K	0.26%	48
2018 Q4	–	Sell	-4,808	Closed	-$778K	–	80
2018 Q3	$778K	Buy	+4,808	New	+$763K	0.26%	40
2016 Q3	–	Sell	-402	Closed	-$46K	–	104
2016 Q2	$46K	Hold	402	–	–	0.01%	108
2016 Q1	$46K	Hold	402	–	–	0.02%	112
2015 Q4	$46K	Buy	+402	New	+$46K	0.01%	108

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Falls Advisors's IWB Position: Q4 2025 in Review

High Falls Advisors increased its iShares Russell 1000 ETF (IWB) stake by 3.4% in Q4 2025, buying an estimated $11.1K and bringing the position to 923 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #92.

High Falls Advisors first reported a position in IWB in Q4 2015 and has held it in 16 quarters since. The position peaked at $893K in Q4 2020. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

High Falls Advisors held 923 shares of iShares Russell 1000 ETF worth $345K as of Q4 2025.
High Falls Advisors bought 30 iShares Russell 1000 ETF shares in Q4 2025, an estimated $11.1K.
iShares Russell 1000 ETF made up 0.07% of High Falls Advisors's portfolio in Q4 2025, its #92 holding.
High Falls Advisors first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 16 quarters since.
High Falls Advisors's iShares Russell 1000 ETF position peaked at $893K in Q4 2020.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.