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Parkworth Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Parkworth Wealth Management’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
Q2 		$252K Buy
742
+1
+0.1% +$314 0.18% 53
2025
Q1 		$227K Buy
741
+2
+0.3% +$647 0.18% 50
2024
Q4 		$238K Buy
+739
New +$239K 0.2% 46

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

Parkworth Wealth Management's IWB Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q2 2025, buying an estimated $314 and bringing the position to 742 shares worth $252K. The position accounts for 0.18% of the portfolio, ranked #53.

Parkworth Wealth Management first reported a position in IWB in Q4 2024 and has held it in 3 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Parkworth Wealth Management held 742 shares of iShares Russell 1000 ETF worth $252K as of Q2 2025.
  • Parkworth Wealth Management bought 1 iShares Russell 1000 ETF share in Q2 2025, an estimated $314.
  • iShares Russell 1000 ETF made up 0.18% of Parkworth Wealth Management's portfolio in Q2 2025, its #53 holding.
  • Parkworth Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.