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New Century Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

New Century Financial Group’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
-727
Closed -$266K – 33
2025
Q3 		$266K Sell
727
-52
-7% -$18.3K 0.47% 52
2025
Q2 		$265K Buy
+779
New +$245K 0.31% 76
2025
Q1 		– Sell
-1,032
Closed -$336K – 222
2024
Q4 		$336K Buy
1,032
+3
+0.3% +$972 0.14% 192
2024
Q3 		$324K Buy
1,029
+154
+18% +$46.6K 0.12% 211
2024
Q2 		$260K Sell
875
-21
-2% -$6.03K 0.11% 222
2024
Q1 		$258K Buy
896
+12
+1% +$3.29K 0.18% 144
2023
Q4 		$232K Buy
+884
New +$216K 0.2% 143

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Century Financial Group's IWB Position: Q4 2025 in Review

New Century Financial Group sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 727 shares — an estimated $266K sold.

New Century Financial Group first reported a position in IWB in Q4 2023 and held it in 7 quarters. The position peaked at $336K in Q4 2024. 1,494 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • New Century Financial Group reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 727 iShares Russell 1000 ETF shares in Q4 2025, an estimated $266K.
  • New Century Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 7 quarters.
  • New Century Financial Group's iShares Russell 1000 ETF position peaked at $336K in Q4 2024.
  • 1,494 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.