Litman Gregory Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $7.02M | Sell |
18,802
-4,439
| -19% | -$1.64M | 0.51% | 38 |
|
|
2025
Q3 | $8.49M | Sell |
23,241
-1,307
| -5% | -$460K | 0.63% | 35 |
|
|
2025
Q2 | $8.34M | Sell |
24,548
-281
| -1% | -$88.2K | 0.66% | 34 |
|
|
2025
Q1 | $7.62M | Sell |
24,829
-383
| -2% | -$124K | 0.65% | 36 |
|
|
2024
Q4 | $8.12M | Sell |
25,212
-8
| -0% | -$2.59K | 0.7% | 33 |
|
|
2024
Q3 | $7.93M | Sell |
25,220
-32
| -0.1% | -$9.69K | 0.66% | 36 |
|
|
2024
Q2 | $7.51M | Sell |
25,252
-784
| -3% | -$225K | 0.67% | 36 |
|
|
2024
Q1 | $7.5M | Buy |
26,036
+300
| +1% | +$82.2K | 0.68% | 35 |
|
|
2023
Q4 | $6.75M | Sell |
25,736
-296
| -1% | -$72.5K | 0.64% | 35 |
|
|
2023
Q3 | $6.12M | Sell |
26,032
-660
| -2% | -$162K | 0.63% | 34 |
|
|
2023
Q2 | $6.51M | Buy |
+26,692
| New | +$6.15M | 0.81% | 19 |
|
|
2023
Q1 | – | Sell |
-26,770
| Closed | -$5.64M | – | 70 |
|
|
2022
Q4 | $5.64M | Buy |
26,770
+3,304
| +14% | +$699K | 0.79% | 20 |
|
|
2022
Q3 | $4.63M | Buy |
23,466
+3,737
| +19% | +$820K | 0.74% | 21 |
|
|
2022
Q2 | $4.1M | Buy |
19,729
+1,925
| +11% | +$435K | 0.6% | 28 |
|
|
2022
Q1 | $4.45M | Sell |
17,804
-536
| -3% | -$132K | 0.65% | 25 |
|
|
2021
Q4 | $4.85M | Sell |
18,340
-120
| -0.7% | -$30.9K | 0.82% | 21 |
|
|
2021
Q3 | $4.46M | Buy |
18,460
+13,959
| +310% | +$3.47M | 0.84% | 19 |
|
|
2021
Q2 | $4.5M | Sell |
4,501
-14,052
| -76% | -$3.31M | 0.84% | 18 |
|
|
2021
Q1 | $4.15M | Buy |
18,553
+636
| +4% | +$139K | 0.81% | 18 |
|
|
2020
Q4 | $3.8M | Buy |
17,917
+75
| +0.4% | +$15K | 0.7% | 21 |
|
|
2020
Q3 | $3.34M | Buy |
17,842
+137
| +0.8% | +$25.3K | 0.69% | 21 |
|
|
2020
Q2 | $3.04M | Sell |
17,705
-63
| -0.4% | -$10.2K | 0.67% | 21 |
|
|
2020
Q1 | $2.52M | Buy |
17,768
+16,950
| +2,072% | +$2.87M | 0.63% | 21 |
|
|
2019
Q4 | $146K | Buy |
818
+200
| +32% | +$34.1K | 0.03% | 57 |
|
|
2019
Q3 | $102K | Hold |
618
| – | – | 0.03% | 62 |
|
|
2019
Q2 | $101K | Hold |
618
| – | – | 0.03% | 63 |
|
|
2019
Q1 | $97K | Hold |
618
| – | – | 0.03% | 54 |
|
|
2018
Q4 | $86K | Hold |
618
| – | – | 0.03% | 59 |
|
|
2018
Q3 | $100K | Hold |
618
| – | – | 0.03% | 48 |
|
|
2018
Q2 | $94K | Hold |
618
| – | – | 0.04% | 43 |
|
|
2018
Q1 | $91K | Hold |
618
| – | – | 0.04% | 52 |
|
|
2017
Q4 | $92K | Hold |
618
| – | – | 0.03% | 41 |
|
|
2017
Q3 | $86K | Hold |
618
| – | – | 0.04% | 40 |
|
|
2017
Q2 | $84K | Hold |
618
| – | – | 0.05% | 30 |
|
|
2017
Q1 | $81K | Hold |
618
| – | – | 0.05% | 32 |
|
|
2016
Q4 | $77K | Hold |
618
| – | – | 0.05% | 31 |
|
|
2016
Q3 | $74K | Buy |
+618
| New | +$74.3K | 0.05% | 27 |
|
Other funds holding IWB
Litman Gregory Wealth Management's IWB Position: Q4 2025 in Review
Litman Gregory Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 19% in Q4 2025, selling an estimated $1.64M and leaving 18,802 shares worth $7.02M. The position accounts for 0.51% of the portfolio, ranked #38.
Litman Gregory Wealth Management first reported a position in IWB in Q3 2016 and has held it in 37 quarters since. The position peaked at $8.49M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold IWB as of Q4 2025.
- Litman Gregory Wealth Management held 18,802 shares of iShares Russell 1000 ETF worth $7.02M as of Q4 2025.
- Litman Gregory Wealth Management sold 4,439 iShares Russell 1000 ETF shares in Q4 2025, an estimated $1.64M.
- iShares Russell 1000 ETF made up 0.51% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #38 holding.
- Litman Gregory Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2016 and has held it in 37 quarters since.
- Litman Gregory Wealth Management's iShares Russell 1000 ETF position peaked at $8.49M in Q3 2025.
- 1,495 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.
Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.