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Howard Bailey Securities’s iShares Russell 1000 ETF IWB Stock Holding History

Howard Bailey 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
Q1 		– Sell
-779
Closed -$251K – 167
2024
Q4 		$251K Buy
+779
New +$252K 0.09% 141

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

Howard Bailey Securities's IWB Position: Q1 2025 in Review

Howard Bailey Securities sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 779 shares — an estimated $251K sold.

Howard Bailey Securities first reported a position in IWB in Q4 2024 and held it in 1 quarter. The position peaked at $251K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • Howard Bailey Securities reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 779 iShares Russell 1000 ETF shares in Q1 2025, an estimated $251K.
  • Howard Bailey Securities first reported a position in iShares Russell 1000 ETF in Q4 2024 and held it in 1 quarter.
  • Howard Bailey Securities's iShares Russell 1000 ETF position peaked at $251K in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Howard Bailey Securities's 13F filing for Q1 2025, filed 17 Apr 2025.