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

PBMares 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 Q3	$399K	Hold	1,092	–	–	0.06%	125
2025 Q2	$371K	Hold	1,092	–	–	0.07%	130
2025 Q1	$335K	Sell	1,092 -102	-9%	-$33K	0.07%	136
2024 Q4	$385K	Hold	1,194	–	–	0.08%	131
2024 Q3	$375K	Sell	1,194 -103	-8%	-$31.2K	0.08%	132
2024 Q2	$386K	Buy	1,297 +1	+0.1%	+$287	0.09%	122
2024 Q1	$373K	Hold	1,296	–	–	0.1%	126
2023 Q4	$340K	Hold	1,296	–	–	0.1%	128
2023 Q3	$305K	Hold	1,296	–	–	0.11%	129
2023 Q2	$316K	Hold	1,296	–	–	0.11%	132
2023 Q1	$292K	Hold	1,296	–	–	0.11%	134
2022 Q4	$273K	Hold	1,296	–	–	0.11%	130
2022 Q3	$256K	Hold	1,296	–	–	0.11%	135
2022 Q2	$269K	Sell	1,296 -2	-0.2%	-$452	0.12%	126
2022 Q1	$325K	Hold	1,298	–	–	0.2%	110
2021 Q4	$343K	Buy	1,298 +1	+0.1%	+$257	0.14%	117
2021 Q3	$313K	Buy	1,297 +2	+0.2%	+$497	0.15%	119
2021 Q2	$314K	Buy	1,295 +1	+0.1%	+$236	0.17%	116
2021 Q1	$290K	Buy	1,294 +1	+0.1%	+$219	0.24%	114
2020 Q4	$274K	Buy	+1,293	New	+$258K	0.32%	98

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PBMares Wealth Management's IWB Position: Q3 2025 in Review

PBMares Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2025 at 1,092 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #125.

PBMares Wealth Management first reported a position in IWB in Q4 2020 and has held it in 20 quarters since. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

PBMares Wealth Management held 1,092 shares of iShares Russell 1000 ETF worth $399K as of Q3 2025.
PBMares Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2025.
iShares Russell 1000 ETF made up 0.06% of PBMares Wealth Management's portfolio in Q3 2025, its #125 holding.
PBMares Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 20 quarters since.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.