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Old Port Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Old Port 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
Q1 		– Sell
-664
Closed -$214K – 231
2024
Q4 		$214K Sell
664
-18
-3% -$5.83K 0.06% 216
2024
Q3 		$214K Buy
682
+4
+0.6% +$1.21K 0.06% 226
2024
Q2 		$202K Sell
678
-29
-4% -$8.33K 0.06% 218
2024
Q1 		$204K Buy
+707
New +$194K 0.06% 217

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Old Port Advisors's IWB Position: Q1 2025 in Review

Old Port Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 664 shares — an estimated $214K sold.

Old Port Advisors first reported a position in IWB in Q1 2024 and held it in 4 quarters. The position peaked at $214K in Q3 2024. 1,344 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • Old Port Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Old Port Advisors sold 664 iShares Russell 1000 ETF shares in Q1 2025, an estimated $214K.
  • Old Port Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and held it in 4 quarters.
  • Old Port Advisors's iShares Russell 1000 ETF position peaked at $214K in Q3 2024.
  • 1,344 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Old Port Advisors's 13F filing for Q1 2025, filed 6 May 2025.