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Objective Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Objective Capital Management’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
-4,275
Closed -$1.38M – 109
2024
Q4 		$1.38M Sell
4,275
-259
-6% -$83.9K 0.92% 30
2024
Q3 		$1.43M Buy
+4,534
New +$1.37M 0.84% 34
2024
Q1 		$1.31M Sell
4,541
-151
-3% -$41.4K 0.88% 34
2023
Q4 		$1.23M Sell
4,692
-1,361
-22% -$333K 0.94% 31
2023
Q3 		$1.42M Sell
6,053
-103
-2% -$25.2K 1.26% 24
2023
Q2 		$1.5M Sell
6,156
-829
-12% -$191K 1.31% 23
2023
Q1 		$1.57M Sell
6,985
-450
-6% -$99K 1.44% 21
2022
Q4 		$1.57M Sell
7,435
-817
-10% -$173K 1.56% 20
2022
Q3 		$1.63M Buy
8,252
+487
+6% +$107K 1.74% 19
2022
Q2 		$1.61M Sell
7,765
-683
-8% -$154K 1.63% 18
2022
Q1 		$2.11M Buy
8,448
+297
+4% +$73.3K 1.62% 19
2021
Q4 		$2.15M Buy
+8,151
New +$2.1M 1.52% 19

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

Objective Capital Management's IWB Position: Q1 2025 in Review

Objective Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 4,275 shares — an estimated $1.38M sold.

Objective Capital Management first reported a position in IWB in Q4 2021 and held it in 12 quarters. The position peaked at $2.15M in Q4 2021. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • Objective Capital Management reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Objective Capital Management sold 4,275 iShares Russell 1000 ETF shares in Q1 2025, an estimated $1.38M.
  • Objective Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 12 quarters.
  • Objective Capital Management's iShares Russell 1000 ETF position peaked at $2.15M in Q4 2021.
  • 1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.