My Personal CFO LLC’s iShares Russell 1000 ETF IWB Stock Holding History

My Personal CFO LLC’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	-6,979	Closed	-$2.55M	–	132
2025 Q3	$2.55M	Buy	+6,979	New	+$2.46M	0.99%	29
2023 Q1	–	Sell	-235	Closed	-$49.5K	–	440
2022 Q4	$49.5K	Buy	+235	New	+$49.7K	0.05%	138

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

My Personal CFO LLC's IWB Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 6,979 shares — an estimated $2.55M sold.

My Personal CFO LLC first reported a position in IWB in Q4 2022 and held it in 2 quarters. The position peaked at $2.55M in Q3 2025. 1,494 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

My Personal CFO LLC reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 6,979 iShares Russell 1000 ETF shares in Q4 2025, an estimated $2.55M.
My Personal CFO LLC first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 2 quarters.
My Personal CFO LLC's iShares Russell 1000 ETF position peaked at $2.55M in Q3 2025.
1,494 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.