PA
IWB icon

Pineridge Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Pineridge 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
Q1 		– Sell
-416
Closed -$134K – 590
2024
Q4 		$134K Hold
416
– – 0.05% 76
2024
Q3 		$131K Buy
416
+1
+0.2% +$303 0.05% 81
2024
Q2 		$123K Hold
415
– – 0.04% 86
2024
Q1 		$120K Hold
415
– – 0.04% 79
2023
Q4 		$109K Buy
+415
New +$102K 0.04% 106

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pineridge Advisors's IWB Position: Q1 2025 in Review

Pineridge Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 416 shares — an estimated $134K sold.

Pineridge Advisors first reported a position in IWB in Q4 2023 and held it in 5 quarters. The position peaked at $134K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • Pineridge Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Pineridge Advisors sold 416 iShares Russell 1000 ETF shares in Q1 2025, an estimated $134K.
  • Pineridge Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 5 quarters.
  • Pineridge Advisors's iShares Russell 1000 ETF position peaked at $134K in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.