MSWM
IWB icon

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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. 1,388 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.
  • 1,388 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.