Kathleen S. Wright Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Kathleen S. Wright Associates’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	$8.04K	Buy	+22	New	+$7.75K	﹤0.01%	215

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

Kathleen S. Wright Associates's IWB Position: Q3 2025 in Review

Kathleen S. Wright Associates opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2025: 22 shares worth $8.04K. The stake represents ﹤0.01% of the portfolio and ranks #215 among its holdings.

1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Kathleen S. Wright Associates held 22 shares of iShares Russell 1000 ETF worth $8.04K as of Q3 2025.
iShares Russell 1000 ETF was a new Kathleen S. Wright Associates position in Q3 2025.
iShares Russell 1000 ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #215 holding.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.