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

Prosperity 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 Q4	$468K	Sell	1,252 -53	-4%	-$19.6K	0.16%	140
2025 Q3	$477K	Sell	1,305 -9	-0.7%	-$3.17K	0.16%	137
2025 Q2	$446K	Sell	1,314 -664	-34%	-$208K	0.17%	134
2025 Q1	$607K	Sell	1,978 -48	-2%	-$15.5K	0.29%	80
2024 Q4	$653K	Sell	2,026 -51	-2%	-$16.5K	0.27%	68
2024 Q3	$653K	Buy	2,077 +2	+0.1%	+$606	0.26%	68
2024 Q2	$618K	Buy	+2,075	New	+$596K	0.3%	66

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

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

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

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

Prosperity Wealth Management's IWB Position: Q4 2025 in Review

Prosperity Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 4.1% in Q4 2025, selling an estimated $19.6K and leaving 1,252 shares worth $468K. The position accounts for 0.16% of the portfolio, ranked #140.

Prosperity Wealth Management first reported a position in IWB in Q2 2024 and has held it in 7 quarters since. The position peaked at $653K in Q3 2024. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Prosperity Wealth Management held 1,252 shares of iShares Russell 1000 ETF worth $468K as of Q4 2025.
Prosperity Wealth Management sold 53 iShares Russell 1000 ETF shares in Q4 2025, an estimated $19.6K.
iShares Russell 1000 ETF made up 0.16% of Prosperity Wealth Management's portfolio in Q4 2025, its #140 holding.
Prosperity Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 7 quarters since.
Prosperity Wealth Management's iShares Russell 1000 ETF position peaked at $653K in Q3 2024.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.