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LGT Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

LGT Financial Advisors’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
-1,410
Closed -$515K – 318
2025
Q3 		$515K Sell
1,410
-5
-0.4% -$1.76K 1.11% 22
2025
Q2 		$481K Sell
1,415
-38
-3% -$11.9K 1.22% 21
2025
Q1 		$446K Buy
1,453
+227
+19% +$73.4K 1.36% 18
2024
Q4 		$395K Hold
1,226
– – 0.87% 20
2024
Q3 		$386K Buy
1,226
+2
+0.2% +$606 0.95% 24
2024
Q2 		$364K Sell
1,224
-587
-32% -$169K 0.77% 28
2024
Q1 		$522K Sell
1,811
-64
-3% -$17.5K 0.61% 30
2023
Q4 		$492K Sell
1,875
-170
-8% -$41.6K 0.6% 32
2023
Q3 		$480K Sell
2,045
-665
-25% -$163K 0.61% 27
2023
Q2 		$661K Buy
+2,710
New +$624K 0.7% 46
2023
Q1 		– Sell
-3,318
Closed -$699K – 144
2022
Q4 		$699K Buy
+3,318
New +$702K 0.82% 22

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LGT Financial Advisors's IWB Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 1,410 shares — an estimated $515K sold.

LGT Financial Advisors first reported a position in IWB in Q4 2022 and held it in 11 quarters. The position peaked at $699K in Q4 2022. 1,499 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1,410 iShares Russell 1000 ETF shares in Q4 2025, an estimated $515K.
  • LGT Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares Russell 1000 ETF position peaked at $699K in Q4 2022.
  • 1,499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.