Lindbrook Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Lindbrook Capital’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 Q1	$251K	Hold	818	–	–	0.02%	354
2024 Q4	$264K	Hold	818	–	–	0.02%	332
2024 Q3	$257K	Hold	818	–	–	0.02%	338
2024 Q2	$243K	Buy	818 +242	+42%	+$69.5K	0.02%	327
2024 Q1	$166K	Hold	576	–	–	0.02%	400
2023 Q4	$151K	Hold	576	–	–	0.02%	404
2023 Q3	$135K	Hold	576	–	–	0.02%	400
2023 Q2	$140K	Hold	576	–	–	0.01%	406
2023 Q1	$130K	Hold	576	–	–	0.02%	410
2022 Q4	$121K	Buy	+576	New	+$122K	0.01%	443

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lindbrook Capital's IWB Position: Q1 2025 in Review

Lindbrook Capital held its iShares Russell 1000 ETF (IWB) position steady in Q1 2025 at 818 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #354.

Lindbrook Capital first reported a position in IWB in Q4 2022 and has held it in 10 quarters since. The position peaked at $264K in Q4 2024. 1,340 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Lindbrook Capital held 818 shares of iShares Russell 1000 ETF worth $251K as of Q1 2025.
Lindbrook Capital left its iShares Russell 1000 ETF share count unchanged in Q1 2025.
iShares Russell 1000 ETF made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #354 holding.
Lindbrook Capital first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 10 quarters since.
Lindbrook Capital's iShares Russell 1000 ETF position peaked at $264K in Q4 2024.
1,340 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.