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Life Planning Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Life Planning 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
-574
Closed -$210K – 69
2025
Q3 		$210K Buy
+574
New +$202K 0.15% 69

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

Life Planning Partners's IWB Position: Q4 2025 in Review

Life Planning Partners sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 574 shares — an estimated $210K sold.

Life Planning Partners first reported a position in IWB in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 1,498 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Life Planning Partners reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Life Planning Partners sold 574 iShares Russell 1000 ETF shares in Q4 2025, an estimated $210K.
  • Life Planning Partners first reported a position in iShares Russell 1000 ETF in Q3 2025 and held it in 1 quarter.
  • Life Planning Partners's iShares Russell 1000 ETF position peaked at $210K in Q3 2025.
  • 1,498 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Life Planning Partners's 13F filing for Q4 2025, filed 16 Jan 2026.