JFG Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

JFG Wealth Management’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	$2.67M	Buy	7,303 +14	+0.2%	+$4.93K	0.52%	16
2025 Q2	$2.48M	Sell	7,289 -1,888	-21%	-$593K	0.52%	16
2025 Q1	$2.81M	Sell	9,177 -646	-7%	-$209K	0.64%	14
2024 Q4	$3.16M	Buy	9,823 +24	+0.2%	+$7.77K	0.73%	12
2024 Q3	$3.08M	Buy	9,799 +26	+0.3%	+$7.87K	0.85%	12
2024 Q2	$2.91M	Buy	9,773 +1,963	+25%	+$564K	0.83%	13
2024 Q1	$2.25M	Buy	7,810 +97	+1%	+$26.6K	0.6%	16
2023 Q4	$2.02M	Buy	7,713 +62	+0.8%	+$15.2K	0.58%	16
2023 Q3	$1.8M	Hold	7,651	–	–	0.59%	12
2023 Q2	$1.86M	Buy	7,651 +20	+0.3%	+$4.61K	0.57%	12
2023 Q1	$1.72M	Sell	7,631 -337	-4%	-$74.2K	0.59%	11
2022 Q4	$1.68M	Buy	+7,968	New	+$1.69M	0.54%	12

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

JFG Wealth Management's IWB Position: Q3 2025 in Review

JFG Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.19% in Q3 2025, buying an estimated $4.93K and bringing the position to 7,303 shares worth $2.67M. The position accounts for 0.52% of the portfolio, ranked #16.

JFG Wealth Management first reported a position in IWB in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.16M in Q4 2024. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

JFG Wealth Management held 7,303 shares of iShares Russell 1000 ETF worth $2.67M as of Q3 2025.
JFG Wealth Management bought 14 iShares Russell 1000 ETF shares in Q3 2025, an estimated $4.93K.
iShares Russell 1000 ETF made up 0.52% of JFG Wealth Management's portfolio in Q3 2025, its #16 holding.
JFG Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 12 quarters since.
JFG Wealth Management's iShares Russell 1000 ETF position peaked at $3.16M in Q4 2024.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.