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Napatree Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Napatree Capital’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
Q1 		$408K Sell
1,330
-58
-4% -$18.8K 0.23% 120
2024
Q4 		$447K Buy
+1,388
New +$450K 0.26% 101
2024
Q3 		– Sell
-1,094
Closed -$326K – 162
2024
Q2 		$326K Sell
1,094
-99
-8% -$28.4K 0.26% 105
2024
Q1 		$329K Sell
1,193
-88
-7% -$24.1K 0.32% 91
2023
Q4 		$336K Buy
+1,281
New +$314K 0.34% 90

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Napatree Capital's IWB Position: Q1 2025 in Review

Napatree Capital reduced its iShares Russell 1000 ETF (IWB) stake by 4.2% in Q1 2025, selling an estimated $18.8K and leaving 1,330 shares worth $408K. The position accounts for 0.23% of the portfolio, ranked #120.

Napatree Capital first reported a position in IWB in Q4 2023 and has held it in 5 quarters since. The position peaked at $447K in Q4 2024. 1,340 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • Napatree Capital held 1,330 shares of iShares Russell 1000 ETF worth $408K as of Q1 2025.
  • Napatree Capital sold 58 iShares Russell 1000 ETF shares in Q1 2025, an estimated $18.8K.
  • iShares Russell 1000 ETF made up 0.23% of Napatree Capital's portfolio in Q1 2025, its #120 holding.
  • Napatree Capital first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 5 quarters since.
  • Napatree Capital's iShares Russell 1000 ETF position peaked at $447K in Q4 2024.
  • 1,340 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.