Main Street Financial Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Main Street Financial Solutions’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	$302K	Sell	810 -1,007	-55%	-$373K	0.02%	428
2025 Q3	$664K	Buy	1,817 +736	+68%	+$259K	0.04%	326
2025 Q2	$367K	Buy	+1,081	New	+$339K	0.03%	413
2025 Q1	–	Sell	-2,362	Closed	-$761K	–	539
2024 Q4	$761K	Buy	+2,362	New	+$765K	0.08%	206

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Main Street Financial Solutions's IWB Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 55% in Q4 2025, selling an estimated $373K and leaving 810 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #428.

Main Street Financial Solutions first reported a position in IWB in Q4 2024 and has held it in 4 quarters since. The position peaked at $761K in Q4 2024. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Main Street Financial Solutions held 810 shares of iShares Russell 1000 ETF worth $302K as of Q4 2025.
Main Street Financial Solutions sold 1,007 iShares Russell 1000 ETF shares in Q4 2025, an estimated $373K.
iShares Russell 1000 ETF made up 0.02% of Main Street Financial Solutions's portfolio in Q4 2025, its #428 holding.
Main Street Financial Solutions first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 4 quarters since.
Main Street Financial Solutions's iShares Russell 1000 ETF position peaked at $761K in Q4 2024.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.