John W. Brooker & Co’s iShares Russell 1000 ETF IWB Stock Holding History

John W. Brooker & Co’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 Q2	–	Sell	-8,270	Closed	-$2.54M	–	55
2025 Q1	$2.54M	Hold	8,270	–	–	1.05%	26
2024 Q4	$2.66M	Sell	8,270 -20	-0.2%	-$6.48K	1.15%	25
2024 Q3	$2.61M	Hold	8,290	–	–	1.2%	26
2024 Q2	$2.47M	Hold	8,290	–	–	1.24%	25
2024 Q1	$2.39M	Hold	8,290	–	–	1.28%	24
2023 Q4	$2.17M	Sell	8,290 -20	-0.2%	-$4.9K	1.25%	22
2023 Q3	$1.95M	Sell	8,310 -69	-0.8%	-$16.9K	1.23%	21
2023 Q2	$2.04M	Hold	8,379	–	–	1.32%	20
2023 Q1	$1.9M	Hold	8,379	–	–	1.26%	21
2022 Q4	$1.76M	Buy	8,379 +4	+0%	+$847	1.15%	23
2022 Q3	$1.65M	Hold	8,375	–	–	1.06%	22
2022 Q2	$1.74M	Buy	8,375 +1	+0%	+$226	1.06%	22
2022 Q1	$2.09M	Sell	8,374 -8	-0.1%	-$1.98K	1.13%	22
2021 Q4	$2.22M	Buy	8,382 +1	+0%	+$257	1.14%	23
2021 Q3	$2.03M	Hold	8,381	–	–	1.14%	22
2021 Q2	$2.03M	Hold	8,381	–	–	1.18%	22
2021 Q1	$1.88M	Hold	8,381	–	–	1.17%	20
2020 Q4	$1.77M	Sell	8,381 -70	-0.8%	-$14K	1.16%	20
2020 Q3	$1.58M	Hold	8,451	–	–	1.1%	21
2020 Q2	$1.45M	Buy	8,451 +42	+0.5%	+$6.79K	1.03%	21
2020 Q1	$1.19M	Sell	8,409 -32	-0.4%	-$5.41K	0.86%	24
2019 Q4	$1.51M	Buy	+8,441	New	+$1.44M	0.96%	24

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

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

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

John W. Brooker & Co's IWB Position: Q2 2025 in Review

John W. Brooker & Co sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 8,270 shares — an estimated $2.54M sold.

John W. Brooker & Co first reported a position in IWB in Q4 2019 and held it in 22 quarters. The position peaked at $2.66M in Q4 2024. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

John W. Brooker & Co reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
John W. Brooker & Co sold 8,270 iShares Russell 1000 ETF shares in Q2 2025, an estimated $2.54M.
John W. Brooker & Co first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 22 quarters.
John W. Brooker & Co's iShares Russell 1000 ETF position peaked at $2.66M in Q4 2024.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.