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Oldfather Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Oldfather Financial Services’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 		$1.11M Sell
2,959
-83
-3% -$30.7K 0.33% 37
2025
Q3 		$1.11M Hold
3,042
– – 0.35% 36
2025
Q2 		$1.03M Buy
3,042
+266
+10% +$83.5K 0.36% 36
2025
Q1 		$852K Buy
2,776
+4
+0.1% +$1.29K 0.32% 36
2024
Q4 		$893K Sell
2,772
-311
-10% -$101K 0.34% 33
2024
Q3 		$969K Sell
3,083
-1
-0% -$303 0.37% 32
2024
Q2 		$918K Sell
3,084
-220
-7% -$63.2K 0.38% 32
2024
Q1 		$952K Hold
3,304
– – 0.39% 32
2023
Q4 		$867K Buy
3,304
+22
+0.7% +$5.39K 0.39% 32
2023
Q3 		$771K Sell
3,282
-63
-2% -$15.4K 0.39% 32
2023
Q2 		$815K Buy
3,345
+638
+24% +$147K 0.4% 33
2023
Q1 		$610K Sell
2,707
-21
-0.8% -$4.62K 0.32% 37
2022
Q4 		$574K Buy
2,728
+57
+2% +$12.1K 0.33% 37
2022
Q3 		$527K Buy
2,671
+544
+26% +$119K 0.33% 38
2022
Q2 		$470K Hold
2,127
– – 0.27% 41
2022
Q1 		$503K Hold
2,127
– – 0.27% 41
2021
Q4 		$528K Sell
2,127
-325
-13% -$83.7K 0.28% 42
2021
Q3 		$645K Sell
2,452
-81
-3% -$20.1K 0.33% 39
2021
Q2 		$632K Sell
2,533
-220
-8% -$51.8K 0.35% 38
2021
Q1 		$636K Hold
2,753
– – 0.37% 34
2020
Q4 		$607K Buy
2,753
+31
+1% +$6.19K 0.36% 34
2020
Q3 		$531K Buy
2,722
+757
+39% +$140K 0.38% 36
2020
Q2 		$355K Hold
1,965
– – 0.28% 43
2020
Q1 		$311K Buy
+1,965
New +$332K 0.3% 43

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

Oldfather Financial Services's IWB Position: Q4 2025 in Review

Oldfather Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q4 2025, selling an estimated $30.7K and leaving 2,959 shares worth $1.11M. The position accounts for 0.33% of the portfolio, ranked #37.

Oldfather Financial Services first reported a position in IWB in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.11M in Q3 2025. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Oldfather Financial Services held 2,959 shares of iShares Russell 1000 ETF worth $1.11M as of Q4 2025.
  • Oldfather Financial Services sold 83 iShares Russell 1000 ETF shares in Q4 2025, an estimated $30.7K.
  • iShares Russell 1000 ETF made up 0.33% of Oldfather Financial Services's portfolio in Q4 2025, its #37 holding.
  • Oldfather Financial Services first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 24 quarters since.
  • Oldfather Financial Services's iShares Russell 1000 ETF position peaked at $1.11M in Q3 2025.
  • 1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.