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Lowe Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Lowe Wealth 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
Q3 		$5.85K Hold
16
– – ﹤0.01% 279
2025
Q2 		$5.43K Hold
16
– – ﹤0.01% 279
2025
Q1 		$4.91K Hold
16
– – ﹤0.01% 286
2024
Q4 		$5.16K Buy
+16
New +$5.18K ﹤0.01% 273
2015
Q4 		– Sell
-97
Closed -$10K – 238
2015
Q3 		$10K Buy
+97
New +$11K 0.01% 127

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lowe Wealth Advisors's IWB Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2025 at 16 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Lowe Wealth Advisors first reported a position in IWB in Q3 2015 and has held it in 5 quarters since. The position peaked at $10K in Q3 2015. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • Lowe Wealth Advisors held 16 shares of iShares Russell 1000 ETF worth $5.85K as of Q3 2025.
  • Lowe Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2025.
  • iShares Russell 1000 ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #279 holding.
  • Lowe Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q3 2015 and has held it in 5 quarters since.
  • Lowe Wealth Advisors's iShares Russell 1000 ETF position peaked at $10K in Q3 2015.
  • 1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.