ORG Partners’s iShares Russell 1000 ETF IWB Stock Holding History

ORG Partners’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	$3.89M	Sell	10,407 -68	-0.6%	-$25.2K	0.68%	29
2025 Q3	$3.83M	Buy	10,475 +56	+0.5%	+$19.7K	0.7%	28
2025 Q2	$3.54M	Buy	10,419 +228	+2%	+$71.6K	0.75%	25
2025 Q1	$3.14M	Sell	10,191 -45	-0.4%	-$14.6K	0.77%	22
2024 Q4	$3.3M	Buy	10,236 +73	+0.7%	+$23.6K	0.45%	49
2024 Q3	$3.2M	Sell	10,163 -90	-0.9%	-$27.3K	0.51%	41
2024 Q2	$3.06M	Buy	+10,253	New	+$2.94M	0.38%	53
2024 Q1	–	Sell	-11,031	Closed	-$2.89M	–	801
2023 Q4	$2.89M	Sell	11,031 -550	-5%	-$135K	0.48%	45
2023 Q3	$2.72M	Sell	11,581 -613	-5%	-$150K	0.8%	24
2023 Q2	$2.97M	Buy	+12,194	New	+$2.81M	0.48%	46

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

ORG Partners's IWB Position: Q4 2025 in Review

ORG Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.65% in Q4 2025, selling an estimated $25.2K and leaving 10,407 shares worth $3.89M. The position accounts for 0.68% of the portfolio, ranked #29.

ORG Partners first reported a position in IWB in Q2 2023 and has held it in 10 quarters since. 1,497 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

ORG Partners held 10,407 shares of iShares Russell 1000 ETF worth $3.89M as of Q4 2025.
ORG Partners sold 68 iShares Russell 1000 ETF shares in Q4 2025, an estimated $25.2K.
iShares Russell 1000 ETF made up 0.68% of ORG Partners's portfolio in Q4 2025, its #29 holding.
ORG Partners first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 10 quarters since.
1,497 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.