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Impact Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Impact Capital Partners’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
-796
Closed -$256K – 266
2024
Q4 		$256K Buy
+796
New +$258K 0.09% 222

Other funds holding IWB

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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

Impact Capital Partners's IWB Position: Q1 2025 in Review

Impact Capital Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 796 shares — an estimated $256K sold.

Impact Capital Partners first reported a position in IWB in Q4 2024 and held it in 1 quarter. The position peaked at $256K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • Impact Capital Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Impact Capital Partners sold 796 iShares Russell 1000 ETF shares in Q1 2025, an estimated $256K.
  • Impact Capital Partners first reported a position in iShares Russell 1000 ETF in Q4 2024 and held it in 1 quarter.
  • Impact Capital Partners's iShares Russell 1000 ETF position peaked at $256K in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Impact Capital Partners's 13F filing for Q1 2025, filed 11 Apr 2025.