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Marshall & Sterling Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-20
Closed -$7.31K – 493
2025
Q3 		$7.31K Sell
20
-114
-85% -$40.2K ﹤0.01% 425
2025
Q2 		$45.5K Buy
134
+6
+5% +$1.88K 0.03% 174
2025
Q1 		$39.3K Buy
+128
New +$41.4K 0.03% 186

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IWB Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 20 shares — an estimated $7.31K sold.

Marshall & Sterling Wealth Advisors first reported a position in IWB in Q1 2025 and held it in 3 quarters. The position peaked at $45.5K in Q2 2025. 1,499 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 20 iShares Russell 1000 ETF shares in Q4 2025, an estimated $7.31K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's iShares Russell 1000 ETF position peaked at $45.5K in Q2 2025.
  • 1,499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.