Ingalls & Snyder LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Ingalls & Snyder LLC’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 Q3	–	Sell	-786	Closed	-$267K	–	488
2025 Q2	$267K	Hold	786	–	–	0.01%	389
2025 Q1	$241K	Hold	786	–	–	0.01%	391
2024 Q4	$253K	Hold	786	–	–	0.01%	381
2024 Q3	$247K	Buy	786 +93	+13%	+$28.2K	0.01%	389
2024 Q2	$206K	Buy	+693	New	+$199K	0.01%	394
2023 Q4	–	Sell	-1,101	Closed	-$259K	–	455
2023 Q3	$259K	Hold	1,101	–	–	0.01%	369
2023 Q2	$268K	Hold	1,101	–	–	0.01%	367
2023 Q1	$248K	Hold	1,101	–	–	0.01%	368
2022 Q4	$232K	Hold	1,101	–	–	0.01%	379
2022 Q3	$217K	Buy	+1,101	New	+$241K	0.01%	378

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ingalls & Snyder LLC's IWB Position: Q3 2025 in Review

Ingalls & Snyder LLC sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 786 shares — an estimated $267K sold.

Ingalls & Snyder LLC first reported a position in IWB in Q3 2022 and held it in 10 quarters. The position peaked at $268K in Q2 2023. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Ingalls & Snyder LLC reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Ingalls & Snyder LLC sold 786 iShares Russell 1000 ETF shares in Q3 2025, an estimated $267K.
Ingalls & Snyder LLC first reported a position in iShares Russell 1000 ETF in Q3 2022 and held it in 10 quarters.
Ingalls & Snyder LLC's iShares Russell 1000 ETF position peaked at $268K in Q2 2023.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Ingalls & Snyder LLC's 13F filing for Q3 2025, filed 7 Nov 2025.