Naviter Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Naviter Wealth’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	–	Sell	-627	Closed	-$202K	–	286
2024 Q4	$202K	Buy	+627	New	+$203K	0.02%	263

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Naviter Wealth's IWB Position: Q1 2025 in Review

Naviter Wealth sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 627 shares — an estimated $202K sold.

Naviter Wealth first reported a position in IWB in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Naviter Wealth reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
Naviter Wealth sold 627 iShares Russell 1000 ETF shares in Q1 2025, an estimated $202K.
Naviter Wealth first reported a position in iShares Russell 1000 ETF in Q4 2024 and held it in 1 quarter.
Naviter Wealth's iShares Russell 1000 ETF position peaked at $202K in Q4 2024.
1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Naviter Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.