Premier Path Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Premier Path Wealth 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 Q1	–	Sell	-1,476	Closed	-$476K	–	381
2024 Q4	$476K	Buy	+1,476	New	+$478K	0.07%	240
2024 Q1	–	Sell	-6,136	Closed	-$1.61M	–	354
2023 Q4	$1.61M	Buy	+6,136	New	+$1.5M	0.36%	62

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Premier Path Wealth Partners's IWB Position: Q1 2025 in Review

Premier Path Wealth Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 1,476 shares — an estimated $476K sold.

Premier Path Wealth Partners first reported a position in IWB in Q4 2023 and held it in 2 quarters. The position peaked at $1.61M in Q4 2023. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Premier Path Wealth Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 1,476 iShares Russell 1000 ETF shares in Q1 2025, an estimated $476K.
Premier Path Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 2 quarters.
Premier Path Wealth Partners's iShares Russell 1000 ETF position peaked at $1.61M in Q4 2023.
1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Premier Path Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.