Mowery & Schoenfeld Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Mowery & Schoenfeld Wealth Management’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	–	Sell	-22	Closed	-$6.75K	–	431
2025 Q1	$6.75K	Hold	22	–	–	0.01%	298
2024 Q4	$7.09K	Hold	22	–	–	0.01%	263
2024 Q3	$6.92K	Hold	22	–	–	0.01%	190
2024 Q2	$6.55K	Buy	+22	New	+$6.32K	0.01%	172

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IWB Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 22 shares — an estimated $6.75K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IWB in Q2 2024 and held it in 4 quarters. The position peaked at $7.09K in Q4 2024. 1,392 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Mowery & Schoenfeld Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 22 iShares Russell 1000 ETF shares in Q2 2025, an estimated $6.75K.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2024 and held it in 4 quarters.
Mowery & Schoenfeld Wealth Management's iShares Russell 1000 ETF position peaked at $7.09K in Q4 2024.
1,392 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.