KMG Fiduciary Partners’s iShares Russell 1000 ETF IWB Stock Holding History

KMG Fiduciary 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 Q4	–	Sell	-7,051	Closed	-$2.58M	–	283
2025 Q3	$2.58M	Sell	7,051 -1,501	-18%	-$529K	0.17%	121
2025 Q2	$2.9M	Hold	8,552	–	–	0.22%	104
2025 Q1	$2.62M	Sell	8,552 -141	-2%	-$45.6K	0.22%	103
2024 Q4	$2.8M	Sell	8,693 -6	-0.1%	-$1.94K	0.23%	101
2024 Q3	$2.73M	Sell	8,699 -845	-9%	-$256K	0.24%	97
2024 Q2	$2.84M	Sell	9,544 -172	-2%	-$49.4K	0.28%	83
2024 Q1	$2.8M	Buy	9,716 +118	+1%	+$32.3K	0.29%	81
2023 Q4	$2.52M	Hold	9,598	–	–	0.29%	88
2023 Q3	$2.25M	Buy	9,598 +499	+5%	+$122K	0.3%	83
2023 Q2	$2.22M	Hold	9,099	–	–	0.29%	86
2023 Q1	$2.05M	Buy	9,099 +6,568	+260%	+$1.45M	0.29%	90
2022 Q4	$533K	Buy	2,531 +971	+62%	+$206K	0.09%	160
2022 Q3	$308K	Hold	1,560	–	–	0.06%	165
2022 Q2	$324K	Hold	1,560	–	–	0.06%	166
2022 Q1	$390K	Hold	1,560	–	–	0.06%	158
2021 Q4	$413K	Buy	+1,560	New	+$402K	0.06%	150

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

KMG Fiduciary Partners's IWB Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 7,051 shares — an estimated $2.58M sold.

KMG Fiduciary Partners first reported a position in IWB in Q4 2021 and held it in 16 quarters. The position peaked at $2.9M in Q2 2025. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

KMG Fiduciary Partners reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 7,051 iShares Russell 1000 ETF shares in Q4 2025, an estimated $2.58M.
KMG Fiduciary Partners first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 16 quarters.
KMG Fiduciary Partners's iShares Russell 1000 ETF position peaked at $2.9M in Q2 2025.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.