MS
IWB icon

Marshall & Sullivan’s iShares Russell 1000 ETF IWB Stock Holding History

Marshall & Sullivan’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 		– Sell
-29
Closed -$9.85K – 69
2025
Q2 		$9.85K Buy
+29
New +$9.1K ﹤0.01% 96

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

Marshall & Sullivan's IWB Position: Q3 2025 in Review

Marshall & Sullivan sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 29 shares — an estimated $9.85K sold.

Marshall & Sullivan first reported a position in IWB in Q2 2025 and held it in 1 quarter. The position peaked at $9.85K in Q2 2025. 1,418 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • Marshall & Sullivan reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 29 iShares Russell 1000 ETF shares in Q3 2025, an estimated $9.85K.
  • Marshall & Sullivan first reported a position in iShares Russell 1000 ETF in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's iShares Russell 1000 ETF position peaked at $9.85K in Q2 2025.
  • 1,418 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.