Koesten Hirschmann & Crabtree’s iShares Russell 1000 ETF IWB Stock Holding History

Koesten Hirschmann & Crabtree’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	-177	Closed	-$64.7K	–	134
2025 Q3	$64.7K	Hold	177	–	–	0.03%	74
2025 Q2	$60.1K	Hold	177	–	–	0.03%	80
2025 Q1	$54.3K	Hold	177	–	–	0.03%	79
2024 Q4	$57K	Hold	177	–	–	0.03%	76
2024 Q3	$55.6K	Hold	177	–	–	0.03%	74
2024 Q2	$51K	Hold	177	–	–	0.03%	85
2024 Q1	$51K	Hold	177	–	–	0.03%	85
2023 Q4	$46.4K	Hold	177	–	–	0.03%	74
2023 Q3	$41.6K	Hold	177	–	–	0.03%	62
2023 Q2	$43.1K	Hold	177	–	–	0.03%	62
2023 Q1	$39.9K	Hold	177	–	–	0.03%	68
2022 Q4	$37.3K	Buy	+177	New	+$37.5K	0.03%	74

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

Koesten Hirschmann & Crabtree's IWB Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 177 shares — an estimated $64.7K sold.

Koesten Hirschmann & Crabtree first reported a position in IWB in Q4 2022 and held it in 12 quarters. The position peaked at $64.7K in Q3 2025. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 177 iShares Russell 1000 ETF shares in Q4 2025, an estimated $64.7K.
Koesten Hirschmann & Crabtree first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's iShares Russell 1000 ETF position peaked at $64.7K in Q3 2025.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.