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

Moser 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 Q2	$621K	Hold	1,829	–	–	0.3%	59
2025 Q1	$561K	Buy	1,829 +25	+1%	+$8.08K	0.29%	61
2024 Q4	$581K	Buy	1,804 +46	+3%	+$14.9K	0.3%	55
2024 Q3	$553K	Sell	1,758 -25	-1%	-$7.57K	0.29%	59
2024 Q2	$531K	Sell	1,783 -15	-0.8%	-$4.31K	0.29%	58
2024 Q1	$518K	Buy	1,798 +834	+87%	+$229K	0.29%	58
2023 Q4	$253K	Buy	964 +56	+6%	+$13.7K	0.16%	66
2023 Q3	$213K	Hold	908	–	–	0.15%	63
2023 Q2	$221K	Buy	+908	New	+$209K	0.15%	62
2022 Q4	$269K	Sell	1,278 -250	-16%	-$52.9K	0.2%	58
2022 Q3	$302K	Hold	1,528	–	–	0.24%	60
2022 Q2	$317K	Buy	1,528 +27	+2%	+$6.1K	0.24%	59
2022 Q1	$375K	Sell	1,501 -10	-0.7%	-$2.47K	0.23%	59
2021 Q4	$400K	Hold	1,511	–	–	0.24%	60
2021 Q3	$365K	Buy	1,511 +97	+7%	+$24.1K	0.23%	62
2021 Q2	$342K	Hold	1,414	–	–	0.22%	63
2021 Q1	$316K	Hold	1,414	–	–	0.22%	60
2020 Q4	$300K	Sell	1,414 -3	-0.2%	-$599	0.22%	57
2020 Q3	$265K	Buy	1,417 +272	+24%	+$50.2K	0.21%	55
2020 Q2	$197K	Hold	1,145	–	–	0.19%	53
2020 Q1	$162K	Buy	1,145 +440	+62%	+$74.4K	0.19%	52
2019 Q4	$126K	Buy	+705	New	+$120K	0.12%	62

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moser Wealth Advisors's IWB Position: Q2 2025 in Review

Moser Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2025 at 1,829 shares worth $621K. The position accounts for 0.3% of the portfolio, ranked #59.

Moser Wealth Advisors first reported a position in IWB in Q4 2019 and has held it in 22 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Moser Wealth Advisors held 1,829 shares of iShares Russell 1000 ETF worth $621K as of Q2 2025.
Moser Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2025.
iShares Russell 1000 ETF made up 0.3% of Moser Wealth Advisors's portfolio in Q2 2025, its #59 holding.
Moser Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 22 quarters since.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.