Northeast Financial Consultants’s iShares Russell 1000 ETF IWB Stock Holding History

Northeast Financial Consultants’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	$4.01M	Sell	11,817 -49	-0.4%	-$15.4K	0.16%	71
2025 Q1	$3.64M	Sell	11,866 -29	-0.2%	-$9.38K	0.16%	75
2024 Q4	$3.83M	Buy	11,895 +279	+2%	+$90.4K	0.16%	74
2024 Q3	$3.65M	Sell	11,616 -25	-0.2%	-$7.57K	0.16%	78
2024 Q2	$3.46M	Buy	11,641 +9,934	+582%	+$2.85M	0.16%	78
2024 Q1	$492K	Buy	1,707 +188	+12%	+$51.5K	0.02%	196
2023 Q4	$398K	Hold	1,519	–	–	0.02%	208
2023 Q3	$357K	Hold	1,519	–	–	0.02%	204
2023 Q2	$370K	Hold	1,519	–	–	0.02%	208
2023 Q1	$342K	Hold	1,519	–	–	0.02%	234
2022 Q4	$320K	Hold	1,519	–	–	0.02%	233
2022 Q3	$300K	Hold	1,519	–	–	0.02%	262
2022 Q2	$316K	Sell	1,519 -894	-37%	-$202K	0.02%	250
2022 Q1	$603K	Buy	2,413 +894	+59%	+$221K	0.03%	205
2021 Q4	$402K	Sell	1,519 -894	-37%	-$230K	0.02%	250
2021 Q3	$583K	Hold	2,413	–	–	0.04%	207
2021 Q2	$584K	Hold	2,413	–	–	0.04%	206
2021 Q1	$540K	Sell	2,413 -87	-3%	-$19K	0.04%	201
2020 Q4	$530K	Hold	2,500	–	–	0.04%	191
2020 Q3	$468K	Buy	+2,500	New	+$462K	0.04%	180
2020 Q1	–	Sell	-1,163	Closed	-$208K	–	291
2019 Q4	$208K	Buy	+1,163	New	+$198K	0.02%	282
2018 Q1	–	Sell	-1,458	Closed	-$216K	–	150
2017 Q4	$216K	Hold	1,458	–	–	0.07%	137
2017 Q3	$204K	Buy	+1,458	New	+$200K	0.07%	144

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northeast Financial Consultants's IWB Position: Q2 2025 in Review

Northeast Financial Consultants reduced its iShares Russell 1000 ETF (IWB) stake by 0.41% in Q2 2025, selling an estimated $15.4K and leaving 11,817 shares worth $4.01M. The position accounts for 0.16% of the portfolio, ranked #71.

Northeast Financial Consultants first reported a position in IWB in Q3 2017 and has held it in 23 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Northeast Financial Consultants held 11,817 shares of iShares Russell 1000 ETF worth $4.01M as of Q2 2025.
Northeast Financial Consultants sold 49 iShares Russell 1000 ETF shares in Q2 2025, an estimated $15.4K.
iShares Russell 1000 ETF made up 0.16% of Northeast Financial Consultants's portfolio in Q2 2025, its #71 holding.
Northeast Financial Consultants first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 23 quarters since.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.