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Octavia Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Octavia Wealth Advisors’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
-1,164
Closed -$425K – 263
2025
Q3 		$425K Buy
+1,164
New +$410K 0.04% 151
2023
Q4 		– Sell
-1,254
Closed -$296K – 229
2023
Q3 		$296K Buy
+1,254
New +$307K 0.06% 149

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Octavia Wealth Advisors's IWB Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 1,164 shares — an estimated $425K sold.

Octavia Wealth Advisors first reported a position in IWB in Q3 2023 and held it in 2 quarters. The position peaked at $425K in Q3 2025. 1,497 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Octavia Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 1,164 iShares Russell 1000 ETF shares in Q4 2025, an estimated $425K.
  • Octavia Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q3 2023 and held it in 2 quarters.
  • Octavia Wealth Advisors's iShares Russell 1000 ETF position peaked at $425K in Q3 2025.
  • 1,497 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.