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

Palo Alto 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
Q3 		$4.58M Sell
12,232
-1,779
-13% -$627K 1.33% 14
2025
Q2 		$4.76M Buy
14,011
+6
+0% +$1.88K 1.8% 13
2025
Q1 		$4.52M Sell
14,005
-257
-2% -$83.1K 1.76% 14
2024
Q4 		$4.59M Sell
14,262
-288
-2% -$93.3K 1.61% 12
2024
Q3 		$4.66M Sell
14,550
-100
-0.7% -$30.3K 1.93% 12
2024
Q2 		$4.36M Sell
14,650
-305
-2% -$87.6K 3.01% 10
2024
Q1 		$4.31M Sell
14,955
-585
-4% -$160K 3.04% 10
2023
Q4 		$4.08M Sell
15,540
-100
-0.6% -$24.5K 3.08% 10
2023
Q3 		$3.69M Sell
15,640
-344
-2% -$84.2K 3.08% 11
2023
Q2 		$3.9M Sell
15,984
-463
-3% -$107K 3.11% 12
2023
Q1 		$3.7M Sell
16,447
-1,475
-8% -$325K 2.97% 12
2022
Q4 		$3.77M Buy
+17,922
New +$3.79M 3.22% 12

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Palo Alto Wealth Advisors's IWB Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 13% in Q3 2025, selling an estimated $627K and leaving 12,232 shares worth $4.58M. The position accounts for 1.33% of the portfolio, ranked #14.

Palo Alto Wealth Advisors first reported a position in IWB in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.76M in Q2 2025. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • Palo Alto Wealth Advisors held 12,232 shares of iShares Russell 1000 ETF worth $4.58M as of Q3 2025.
  • Palo Alto Wealth Advisors sold 1,779 iShares Russell 1000 ETF shares in Q3 2025, an estimated $627K.
  • iShares Russell 1000 ETF made up 1.33% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #14 holding.
  • Palo Alto Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 12 quarters since.
  • Palo Alto Wealth Advisors's iShares Russell 1000 ETF position peaked at $4.76M in Q2 2025.
  • 1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.