Marcum Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Marcum Wealth’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	$368K	Buy	1,201 +123	+11%	+$39.8K	0.03%	245
2024 Q4	$347K	Buy	1,078 +22	+2%	+$7.13K	0.03%	259
2024 Q3	$332K	Hold	1,056	–	–	0.03%	264
2024 Q2	$314K	Sell	1,056 -17	-2%	-$4.88K	0.03%	262
2024 Q1	$309K	Hold	1,073	–	–	0.03%	261
2023 Q4	$281K	Hold	1,073	–	–	0.03%	266
2023 Q3	$252K	Sell	1,073 -21	-2%	-$5.14K	0.03%	276
2023 Q2	$267K	Buy	+1,094	New	+$252K	0.03%	270
2023 Q1	–	Sell	-1,066	Closed	-$224K	–	414
2022 Q4	$224K	Buy	+1,066	New	+$226K	0.03%	288
2022 Q1	–	Sell	-842	Closed	-$223K	–	392
2021 Q4	$223K	Buy	+842	New	+$217K	0.03%	308

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 $374B AUM 17.66% 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 $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

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

Marcum Wealth's IWB Position: Q1 2025 in Review

Marcum Wealth increased its iShares Russell 1000 ETF (IWB) stake by 11% in Q1 2025, buying an estimated $39.8K and bringing the position to 1,201 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #245.

Marcum Wealth first reported a position in IWB in Q4 2021 and has held it in 10 quarters since. 1,340 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Marcum Wealth held 1,201 shares of iShares Russell 1000 ETF worth $368K as of Q1 2025.
Marcum Wealth bought 123 iShares Russell 1000 ETF shares in Q1 2025, an estimated $39.8K.
iShares Russell 1000 ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #245 holding.
Marcum Wealth first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 10 quarters since.
1,340 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.