One Charles Private Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History

One Charles Private Wealth 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	–	Sell	-783	Closed	-$286K	–	175
2025 Q3	$286K	Sell	783 -25	-3%	-$8.81K	0.08%	130
2025 Q2	$274K	Hold	808	–	–	0.08%	127
2025 Q1	$248K	Hold	808	–	–	0.08%	124
2024 Q4	$260K	Sell	808 -40	-5%	-$13K	0.09%	123
2024 Q3	$267K	Hold	848	–	–	0.1%	127
2024 Q2	$252K	Hold	848	–	–	0.11%	122
2024 Q1	$244K	Hold	848	–	–	0.11%	131
2023 Q4	$222K	Buy	+848	New	+$208K	0.12%	131

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

One Charles Private Wealth Services's IWB Position: Q4 2025 in Review

One Charles Private Wealth Services sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 783 shares — an estimated $286K sold.

One Charles Private Wealth Services first reported a position in IWB in Q4 2023 and held it in 8 quarters. The position peaked at $286K in Q3 2025. 1,497 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

One Charles Private Wealth Services reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
One Charles Private Wealth Services sold 783 iShares Russell 1000 ETF shares in Q4 2025, an estimated $286K.
One Charles Private Wealth Services first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 8 quarters.
One Charles Private Wealth Services's iShares Russell 1000 ETF position peaked at $286K in Q3 2025.
1,497 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on One Charles Private Wealth Services's 13F filing for Q4 2025, filed 6 Feb 2026.